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
$284M
AUM Growth
+$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$8.12M
3
+$7.4M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$7.17M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6M

Top Sells

1
+$6.25M
2
+$5.29M
3
+$5.15M
4
DE icon
Deere & Co
DE
+$5.14M
5
LYB icon
LyondellBasell Industries
LYB
+$4.97M

Sector Composition

1 Technology 26.92%
2 Communication Services 13.66%
3 Consumer Discretionary 13.41%
4 Healthcare 8.75%
5 Financials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.8M 2.04%
+96,350
27
$5.62M 1.98%
+22,272
28
$3.62M 1.27%
10,615
+8,961
29
$3.22M 1.13%
119,340
-5,064
30
$3.2M 1.12%
27,841
+10,004
31
$3.11M 1.09%
+61,322
32
$3.08M 1.08%
+59,391
33
$3.05M 1.07%
+31,621
34
$3.04M 1.07%
+38,406
35
$2.85M 1%
+11,825
36
$2.79M 0.98%
+36,705
37
$2.67M 0.94%
+52,000
38
$2.33M 0.82%
+25,047
39
$2.29M 0.81%
22,295
+4,713
40
$2.25M 0.79%
14,538
+3,166
41
$2.21M 0.78%
36,413
+6,728
42
$2.2M 0.77%
+4,798
43
$2.12M 0.75%
25,094
+5,302
44
$2.11M 0.74%
15,002
+4,106
45
$2.08M 0.73%
68,061
+16,015
46
$2.04M 0.72%
30,950
+8,063
47
$1.97M 0.69%
28,911
+4,805
48
$1.19M 0.42%
83,000
+30,000
49
$1.03M 0.36%
10,481
+7,853
50
$1.03M 0.36%
19,868
+14,823
1
2
3 4 5