SIM

Seaview Investment Managers Portfolio holdings

AUM $472M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
+$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$8.12M
3
+$7.4M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$7.17M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6M

Top Sells

1
+$6.25M
2
+$5.29M
3
+$5.15M
4
DE icon
Deere & Co
DE
+$5.14M
5
LYB icon
LyondellBasell Industries
LYB
+$4.97M

Sector Composition

1 Technology 26.92%
2 Communication Services 13.66%
3 Consumer Discretionary 13.41%
4 Healthcare 8.75%
5 Financials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.7M 3.77%
664,679
+60,000
2
$9.52M 3.35%
53,582
+3,622
3
$9.31M 3.27%
157,629
+23,453
4
$8.99M 3.16%
49,186
+7,313
5
$8.81M 3.1%
78,023
+13,364
6
$8.61M 3.03%
25,613
+3,613
7
$8.58M 3.02%
119,270
+22,620
8
$8.45M 2.97%
53,692
+9,145
9
$8.39M 2.95%
+20,248
10
$8.39M 2.95%
16,707
+3,053
11
$8.32M 2.93%
76,707
+14,986
12
$8.24M 2.9%
56,920
+8,780
13
$8.12M 2.86%
+276,030
14
$7.6M 2.67%
45,600
+5,540
15
$7.58M 2.67%
66,394
+13,995
16
$7.47M 2.63%
20,793
+5,972
17
$7.43M 2.61%
63,489
+13,165
18
$7.4M 2.6%
+27,600
19
$7.38M 2.6%
44,306
+9,341
20
$7.38M 2.6%
21,944
+4,290
21
$7.17M 2.52%
+11,349
22
$6.67M 2.35%
43,080
+11,287
23
$6.67M 2.35%
11,763
+3,295
24
$6M 2.11%
+12,643
25
$5.86M 2.06%
31,092
+30,098
1
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