LI

Leeward Investments Portfolio holdings

AUM $1.98B
1-Year Est. Return 17.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.97%
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 +$28.2M
2 +$16.4M
3 +$16.3M
4
G icon
Genpact
G
+$14.9M
5
FAF icon
First American
FAF
+$14.4M

Top Sells

1 +$37.6M
2 +$24.2M
3 +$24.1M
4
BKU icon
Bankunited
BKU
+$23.4M
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