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
$137M
AUM Growth
-$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.76M
3
+$3.73M
4
DE icon
Deere & Co
DE
+$3.61M
5
C icon
Citigroup
C
+$3.5M

Top Sells

1
+$5.74M
2
+$4.23M
3
+$3.85M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.55M
5
NVDA icon
NVIDIA
NVDA
+$3.51M

Sector Composition

1 Technology 20.29%
2 Communication Services 16.91%
3 Healthcare 11.17%
4 Financials 8.06%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-20
152
– –
-550
153
– –
-174
154
– –
-243
155
– –
-650
156
– –
-14,608
157
– –
-16,722
158
– –
-263
159
– –
-987
160
– –
-21
161
– –
-10,264
162
– –
-30
163
– –
-310
164
– –
-5,967
165
– –
-104
166
– –
-26,521
167
– –
-33
168
– –
-349
169
– –
-210
170
– –
-111
171
– –
-74
172
– –
-113
173
– –
-107
174
– –
-2,000
175
– –
-100
3 4 5 6
7