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
$116M
AUM Growth
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$13K

Top Sells

No sells this quarter

Sector Composition

1 Materials 38.19%
2 Financials 32.07%
3 Energy 10.65%
4 Technology 9.58%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$151K 0.13%
12,393