SMP

Santa Monica Partners Portfolio holdings

AUM $172M
1-Year Est. Return 30.9%
This Quarter Est. Return
1 Year Est. Return
+30.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$78.9K

Top Sells

1 +$47K

Sector Composition

1 Materials 37.33%
2 Financials 29.68%
3 Energy 12.49%
4 Technology 10.01%
5 Industrials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$147K 0.13%
12,393
27
-16,751