IPW

Inlet Private Wealth Portfolio holdings

AUM $407M
1-Year Est. Return 22.64%
This Quarter Est. Return
1 Year Est. Return
+22.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$4.07M
2 +$2.85M
3 +$2.51M
4
BGS icon
B&G Foods
BGS
+$2.29M
5
BK icon
Bank of New York Mellon
BK
+$2.14M

Top Sells

1 +$2.71M
2 +$2.17M
3 +$1.93M
4
AIG icon
American International
AIG
+$1.7M
5
GS icon
Goldman Sachs
GS
+$1.21M

Sector Composition

1 Technology 25.49%
2 Financials 16.35%
3 Healthcare 15.97%
4 Industrials 10.67%
5 Consumer Staples 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-890,946
127
-6,035
128
-13,500
129
-74,237
130
-19,182
131
-2,274