SIA

SeaBridge Investment Advisors Portfolio holdings

AUM $616M
1-Year Est. Return 25.51%
This Quarter Est. Return
1 Year Est. Return
+25.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
+$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$2.88M
2 +$2.22M
3 +$1.99M
4
ICLR icon
Icon
ICLR
+$1.46M
5
CNH
CNH Industrial
CNH
+$1.4M

Top Sells

1 +$2.92M
2 +$1.57M
3 +$1.55M
4
HUBB icon
Hubbell
HUBB
+$1.11M
5
PFE icon
Pfizer
PFE
+$1.01M

Sector Composition

1 Technology 16.09%
2 Healthcare 10.66%
3 Industrials 10.11%
4 Financials 8.82%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-11,385