SIM
Seaview Investment Managers Portfolio holdings
AUM
$472M
This Quarter Return
+13.12%
1 Year Return
+24.46%
3 Year Return
+123.63%
5 Year Return
+201.26%
10 Year Return
–
AUM
$284M
AUM Growth
+$284M
(+35%)
Cap. Flow
+$56.6M
Cap. Flow
% of AUM
19.91%
Top 10 Holdings %
Top 10 Hldgs %
31.58%
Holding
115
New
26
Increased
47
Reduced
10
Closed
26
Top Buys
| 1 |
Accenture
ACN
|
$8.39M |
| 2 |
NVIDIA
NVDA
|
$8.12M |
| 3 |
McDonald's
MCD
|
$7.4M |
| 4 |
Regeneron Pharmaceuticals
REGN
|
$7.17M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$6.01M |
Top Sells
| 1 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$6.25M |
| 2 |
Caterpillar
CAT
|
$5.29M |
| 3 |
Dow Inc
DOW
|
$5.15M |
| 4 |
Deere & Co
DE
|
$5.14M |
| 5 |
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% |
