SIM
Seaview Investment Managers Portfolio holdings
AUM
$472M
This Quarter Return
+1.99%
1 Year Return
+24.46%
3 Year Return
+123.63%
5 Year Return
+201.26%
10 Year Return
–
AUM
$362M
AUM Growth
+$362M
(+8.7%)
Cap. Flow
+$22.3M
Cap. Flow
% of AUM
6.16%
Top 10 Holdings %
Top 10 Hldgs %
36.16%
Holding
117
New
35
Increased
37
Reduced
22
Closed
10
Top Buys
| 1 |
TSMC
TSM
|
$11M |
| 2 |
ASML
ASML
|
$10.6M |
| 3 |
Goldman Sachs
GS
|
$9.62M |
| 4 |
Uber
UBER
|
$8.78M |
| 5 |
Micron Technology
MU
|
$8.65M |
Top Sells
| 1 |
Walt Disney
DIS
|
$10.1M |
| 2 |
Republic Services
RSG
|
$9.27M |
| 3 |
Exxon Mobil
XOM
|
$9.23M |
| 4 |
Costco
COST
|
$9.18M |
| 5 |
Merck
MRK
|
$8.04M |
Sector Composition
| 1 | Technology | 33.57% |
| 2 | Healthcare | 10.54% |
| 3 | Communication Services | 9.34% |
| 4 | Consumer Discretionary | 6.39% |
| 5 | Financials | 5.7% |
