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
$332M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$8.22M
3
+$8.21M
4
SYK icon
Stryker
SYK
+$7.78M
5
WMT icon
Walmart
WMT
+$7.44M

Top Sells

1
+$10.6M
2
+$10.1M
3
+$9.73M
4
DE icon
Deere & Co
DE
+$7.48M
5
CNK icon
Cinemark Holdings
CNK
+$7.19M

Sector Composition

1 Technology 18.91%
2 Healthcare 12.8%
3 Communication Services 12.01%
4 Financials 9.41%
5 Energy 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.56M 2.28%
14,991
+845
27
$7.44M 2.24%
+123,697
28
$6.98M 2.1%
+139,297
29
$6.97M 2.1%
199,713
+75,353
30
$4.71M 1.42%
77,618
+5,243
31
$3.98M 1.2%
29,437
+9,408
32
$3.86M 1.16%
+121,380
33
$3.8M 1.14%
64,803
+21,042
34
$3.5M 1.05%
62,035
+17,209
35
$2.71M 0.81%
67,998
-247
36
$2.68M 0.81%
11,932
-1,219
37
$2.54M 0.76%
74,662
+1,555
38
$2.28M 0.69%
+24,022
39
$1.69M 0.51%
97,617
-583
40
$1.34M 0.4%
6,512
-139
41
$1.12M 0.34%
12,255
-73,678
42
$1.02M 0.31%
21,631
43
$1.01M 0.31%
11,300
-310
44
$793K 0.24%
31,457
+581
45
$747K 0.22%
+6,780
46
$568K 0.17%
68,527
+7,694
47
$537K 0.16%
2,025
-550
48
$533K 0.16%
6,410
-2,047
49
$466K 0.14%
+8,052
50
$414K 0.12%
427
-3
1
2
3 4 5