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SeaTown Holdings Portfolio holdings

AUM $172M
1-Year Est. Return 31.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$58.2M
3
+$43.1M
4
BA icon
Boeing
BA
+$37.8M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$29.6M

Top Sells

1
+$51.9M
2
+$22.1M
3
+$21.1M
4
AAPL icon
Apple
AAPL
+$19.5M
5
DHR icon
Danaher
DHR
+$16.7M

Sector Composition

1 Industrials 18.44%
2 Communication Services 16.97%
3 Financials 15.3%
4 Technology 15.06%
5 Consumer Discretionary 15.01%
Name Market Value Portfolio Weight Shares or Principal Change
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