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
+$91.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$9.51M
3
+$9.49M
4
COST icon
Costco
COST
+$9.23M
5
GLD icon
SPDR Gold Trust
GLD
+$3.66M

Top Sells

1
+$10.6M
2
+$10.5M
3
+$9.91M
4
NVO icon
Novo Nordisk
NVO
+$8.72M
5
SHEL icon
Shell
SHEL
+$8.68M

Sector Composition

1 Technology 21.67%
2 Healthcare 14.15%
3 Financials 9.01%
4 Communication Services 8.93%
5 Energy 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,186
102
– –
-67,887
103
– –
-16,968
104
– –
-3,985
105
– –
-12,255
106
– –
-1,518
107
– –
-1,700
108
– –
-2,278
1 2 3 4
5