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
$362M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.6M
3
+$9.62M
4
UBER icon
Uber
UBER
+$8.78M
5
MU icon
Micron Technology
MU
+$8.65M

Top Sells

1
+$10.1M
2
+$9.27M
3
+$9.23M
4
COST icon
Costco
COST
+$9.18M
5
MRK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$285K 0.08%
11,600
77
$280K 0.08%
13,867
-16
78
$276K 0.08%
990
79
$270K 0.07%
+3,291
80
$269K 0.07%
+8,000
81
$266K 0.07%
+1,081
82
$264K 0.07%
+15,974
83
$264K 0.07%
5,900
84
$261K 0.07%
+2,163
85
$260K 0.07%
2,809
+306
86
$257K 0.07%
+2,783
87
$247K 0.07%
+1,388
88
$245K 0.07%
1,614
89
$245K 0.07%
2,197
-90,286
90
$243K 0.07%
+4,905
91
$242K 0.07%
4,891
+310
92
$236K 0.07%
+3,121
93
$225K 0.06%
+3,822
94
$223K 0.06%
+2,500
95
$222K 0.06%
+457
96
$205K 0.06%
+2,709
97
$205K 0.06%
+2,529
98
$203K 0.06%
+836
99
$202K 0.06%
+2,723
100
$163K 0.05%
12,000
1 2 3
4
5