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
$210M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$5.34M
3
+$5.29M
4
MA icon
Mastercard
MA
+$5.15M
5
NKE icon
Nike
NKE
+$5.08M

Top Sells

1
+$5.4M
2
+$5.34M
3
+$5.22M
4
ABBV icon
AbbVie
ABBV
+$5.18M
5
JPM icon
JPMorgan Chase
JPM
+$5.12M

Sector Composition

1 Technology 21.92%
2 Communication Services 16.31%
3 Consumer Discretionary 11.34%
4 Materials 7.64%
5 Healthcare 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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