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
$332M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$8.22M
3
+$8.21M
4
SYK icon
Stryker
SYK
+$7.78M
5
WMT icon
Walmart
WMT
+$7.44M

Top Sells

1
+$10.6M
2
+$10.1M
3
+$9.73M
4
DE icon
Deere & Co
DE
+$7.48M
5
CNK icon
Cinemark Holdings
CNK
+$7.19M

Sector Composition

1 Technology 18.91%
2 Healthcare 12.8%
3 Communication Services 12.01%
4 Financials 9.41%
5 Energy 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-24,226
102
– –
-2,262
103
– –
-22,276
104
– –
-24,438
105
– –
-45,232
106
– –
-1,653
107
– –
-36,740
108
– –
-1,482
109
– –
-500
1 2 3 4
5