LI

Leeward Investments Portfolio holdings

AUM $1.88B
1-Year Est. Return 15.2%
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
-$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$21.8M
2 +$15.6M
3 +$14.8M
4
FAF icon
First American
FAF
+$14M
5
VLY icon
Valley National Bancorp
VLY
+$13.7M

Top Sells

1 +$37.6M
2 +$24.1M
3 +$23.4M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$22.9M
5
AIMC
Altra Industrial Motion Corp
AIMC
+$17.2M

Sector Composition

1 Industrials 19.07%
2 Financials 15.67%
3 Consumer Discretionary 11.31%
4 Consumer Staples 9.91%
5 Healthcare 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-100,773