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
$300M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$8.5M
3
+$7.76M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$7.58M
5
B
Barrick Mining
B
+$7.54M

Top Sells

1
+$8.81M
2
+$8.58M
3
+$8.39M
4
DHI icon
D.R. Horton
DHI
+$8.32M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$7.17M

Sector Composition

1 Technology 15.64%
2 Communication Services 15.53%
3 Consumer Discretionary 12.77%
4 Healthcare 10.2%
5 Materials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.87M 2.29%
+88,264
27
$6.39M 2.13%
+152,577
28
$3.54M 1.18%
11,612
+997
29
$3.24M 1.08%
123,150
+3,810
30
$3.13M 1.04%
41,178
+2,772
31
$3.13M 1.04%
65,658
+4,336
32
$3.1M 1.03%
63,185
+3,794
33
$3.07M 1.02%
29,807
+1,966
34
$3.06M 1.02%
33,848
+2,227
35
$2.94M 0.98%
39,327
+2,622
36
$2.8M 0.93%
+56,213
37
$2.63M 0.88%
57,806
+5,806
38
$2.14M 0.71%
22,728
+433
39
$2.09M 0.7%
15,256
+254
40
$2.08M 0.69%
27,005
+1,911
41
$2.04M 0.68%
+20,152
42
$2.04M 0.68%
38,368
+34,232
43
$1.98M 0.66%
14,664
+126
44
$1.92M 0.64%
31,483
+533
45
$1.9M 0.63%
+49,928
46
$1.86M 0.62%
+23,310
47
$1.83M 0.61%
24,100
+21,274
48
$1.28M 0.43%
83,000
49
$1.02M 0.34%
10,653
+172
50
$1.01M 0.34%
21,240
-2,227
1
2
3 4 5