SH

SeaTown Holdings Portfolio holdings

AUM $170M
1-Year Est. Return 31.34%
This Quarter Est. Return
1 Year Est. Return
+31.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.05B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$40.5M
2
+$37.7M
3
+$37.2M
4
SPOT icon
Spotify
SPOT
+$35.3M
5
BSX icon
Boston Scientific
BSX
+$33.6M

Top Sells

1
+$115M
2
+$38.3M
3
+$31.2M
4
GE icon
GE Aerospace
GE
+$21.5M
5
MCHP icon
Microchip Technology
MCHP
+$21.2M

Sector Composition

1 Financials 22.73%
2 Communication Services 18.06%
3 Consumer Discretionary 14.55%
4 Healthcare 11.59%
5 Industrials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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104
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107
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110
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1 2 3 4
5