IPW
Inlet Private Wealth Portfolio holdings
AUM
$407M
This Quarter Return
+12.96%
1 Year Return
+22.64%
3 Year Return
+71.36%
5 Year Return
+143.57%
10 Year Return
–
AUM
$249M
AUM Growth
+$249M
(+34%)
Cap. Flow
+$39.6M
Cap. Flow
% of AUM
15.91%
Top 10 Holdings %
Top 10 Hldgs %
34.09%
Holding
145
New
26
Increased
89
Reduced
9
Closed
6
Top Buys
| 1 |
American International
AIG
|
$3.08M |
| 2 |
Delta Air Lines
DAL
|
$1.93M |
| 3 |
Cisco
CSCO
|
$1.84M |
| 4 |
British American Tobacco
BTI
|
$1.79M |
| 5 |
Union Pacific
UNP
|
$1.71M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$20.8M |
| 2 |
Chevron
CVX
|
$4.04M |
| 3 |
Merck
MRK
|
$1.25M |
| 4 |
Omnicom Group
OMC
|
$761K |
| 5 |
Chubb
CB
|
$525K |
Sector Composition
| 1 | Technology | 21.27% |
| 2 | Financials | 19.83% |
| 3 | Energy | 17.35% |
| 4 | Healthcare | 14.08% |
| 5 | Industrials | 10.72% |
