SIM
Seaview Investment Managers Portfolio holdings
AUM
$472M
1-Year Return
24.46%
This Quarter Return
+9.51%
1 Year Return
+24.46%
3 Year Return
+123.63%
5 Year Return
+201.26%
10 Year Return
–
AUM
$137M
AUM Growth
-$6.05M
(-4.2%)
Cap. Flow
-$12.7M
Cap. Flow
% of AUM
-9.28%
Top 10 Holdings %
Top 10 Hldgs %
32.16%
Holding
183
New
33
Increased
13
Reduced
21
Closed
113
Top Buys
| 1 |
Texas Instruments
TXN
|
$3.86M |
| 2 |
D.R. Horton
DHI
|
$3.76M |
| 3 |
FedEx
FDX
|
$3.73M |
| 4 |
Deere & Co
DE
|
$3.61M |
| 5 |
Citigroup
C
|
$3.5M |
Top Sells
| 1 |
Cinemark Holdings
CNK
|
$5.74M |
| 2 |
PayPal
PYPL
|
$4.23M |
| 3 |
Adobe
ADBE
|
$3.85M |
| 4 |
Bristol-Myers Squibb
BMY
|
$3.55M |
| 5 |
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% |
