SIM

Seaview Investment Managers Portfolio holdings

AUM $271M
1-Year Est. Return 27.34%
This Quarter Est. Return
1 Year Est. Return
+27.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
-$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.76M
3
+$3.73M
4
DE icon
Deere & Co
DE
+$3.61M
5
C icon
Citigroup
C
+$3.5M

Top Sells

1
+$5.74M
2
+$4.23M
3
+$3.85M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.55M
5
NVDA icon
NVIDIA
NVDA
+$3.51M

Sector Composition

1 Technology 20.29%
2 Communication Services 16.91%
3 Healthcare 11.17%
4 Financials 8.06%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.19M 2.34%
+86,607
27
$2.27M 1.66%
+8,820
28
$1.75M 1.28%
+71,946
29
$1.42M 1.04%
+11,445
30
$1.41M 1.03%
3,930
+170
31
$1.38M 1.01%
10,156
+6,725
32
$1.18M 0.86%
+10,865
33
$1.17M 0.86%
+19,358
34
$1.17M 0.86%
12,780
+906
35
$1.04M 0.76%
42,862
+718
36
$1.04M 0.76%
+15,159
37
$1.02M 0.75%
+11,207
38
$1.01M 0.74%
+23,410
39
$956K 0.7%
+17,132
40
$956K 0.7%
+7,850
41
$950K 0.7%
+24,469
42
$945K 0.69%
+11,259
43
$933K 0.68%
+35,164
44
$931K 0.68%
+13,959
45
$924K 0.68%
6,267
+20
46
$919K 0.67%
+19,106
47
$915K 0.67%
+14,321
48
$853K 0.62%
+13,908
49
$849K 0.62%
9,564
+9,534
50
$841K 0.62%
+7,026
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