SIM
Seaview Investment Managers Portfolio holdings
AUM
$271M
1-Year Est. Return
27.34%
1 Year Est. Return
+27.34%
AUM
$472M
AUM Growth
+$60.3M
(+15%)
Holding
154
Top Buys
| 1 | +$13.8M | |
| 2 | +$13.2M | |
| 3 | +$11.6M | |
| 4 |
Abbott
ABT
|
+$11.1M |
| 5 |
HCA Healthcare
HCA
|
+$10.3M |
Top Sells
| 1 | +$16.3M | |
| 2 | +$13.6M | |
| 3 | +$12M | |
| 4 |
Novartis
NVS
|
+$11.2M |
| 5 |
Stryker
SYK
|
+$10.7M |
Sector Composition
| 1 | Technology | 34.34% |
| 2 | Communication Services | 12.97% |
| 3 | Financials | 8.48% |
| 4 | Healthcare | 7.53% |
| 5 | Consumer Discretionary | 4.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Real Estate Select Sector SPDR Fund
XLRE
$7.64B
| – | – |
-34,144
|
|
||
152
Health Care Select Sector SPDR Fund
XLV
$37.4B
| – | – |
-9,581
|
|
||
153
Solidion Technology
STI
$72.9M
| – | – |
-1,884
|
|
||
|
TEM
154
Tempus AI
TEM
$12.2B
| – | – |
-4,882
|
|