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
$300M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$8.5M
3
+$7.76M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$7.58M
5
B
Barrick Mining
B
+$7.54M

Top Sells

1
+$8.81M
2
+$8.58M
3
+$8.39M
4
DHI icon
D.R. Horton
DHI
+$8.32M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$7.17M

Sector Composition

1 Technology 15.64%
2 Communication Services 15.53%
3 Consumer Discretionary 12.77%
4 Healthcare 10.2%
5 Materials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$88K 0.03%
+17,301
102
$51K 0.02%
+2,286
103
$26K 0.01%
+18,000
104
$23K 0.01%
+80
105
– –
-20,248
106
– –
-12,045
107
– –
-76,707
108
– –
-25,047
109
– –
-3,315
110
– –
-2,600
111
– –
-119,270
112
– –
-14,476
113
– –
-11,349
114
– –
-78,023
115
– –
-11,825
116
– –
-3,413
1 2 3 4
5