SI

Seeds Investor Portfolio holdings

AUM $474M
1-Year Est. Return 14.07%
This Quarter Est. Return
1 Year Est. Return
+14.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Sector Composition

1 Technology 10.12%
2 Financials 3.54%
3 Consumer Discretionary 2.86%
4 Industrials 2.26%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CSL icon
201
Carlisle Companies
CSL
$13.8B
$252K 0.05%
765
-427
AMGN icon
202
Amgen
AMGN
$171B
$250K 0.05%
886
-62
FIX icon
203
Comfort Systems
FIX
$35.6B
$249K 0.05%
+302
WM icon
204
Waste Management
WM
$85.4B
$247K 0.05%
1,120
+245
EZU icon
205
iShare MSCI Eurozone ETF
EZU
$8.73B
$246K 0.05%
3,974
+555
ECL icon
206
Ecolab
ECL
$73.5B
$242K 0.05%
885
+50
IVE icon
207
iShares S&P 500 Value ETF
IVE
$48B
$242K 0.05%
1,172
REZI icon
208
Resideo Technologies
REZI
$5.4B
$242K 0.05%
+5,598
PFE icon
209
Pfizer
PFE
$147B
$237K 0.05%
9,296
+1
POOL icon
210
Pool Corp
POOL
$9.03B
$235K 0.05%
+758
AXP icon
211
American Express
AXP
$263B
$234K 0.05%
704
+24
LECO icon
212
Lincoln Electric
LECO
$13.7B
$234K 0.05%
+990
PLTR icon
213
Palantir
PLTR
$444B
$233K 0.05%
+1,279
ZWS icon
214
Zurn Elkay Water Solutions
ZWS
$7.97B
$232K 0.05%
+4,941
CORT icon
215
Corcept Therapeutics
CORT
$9.14B
$232K 0.05%
2,790
-331
RL icon
216
Ralph Lauren
RL
$22.4B
$232K 0.05%
739
-24
JXN icon
217
Jackson Financial
JXN
$7.18B
$230K 0.05%
2,271
-126
ABT icon
218
Abbott
ABT
$214B
$229K 0.05%
1,713
-168
INTU icon
219
Intuit
INTU
$188B
$226K 0.05%
332
-159
APH icon
220
Amphenol
APH
$168B
$225K 0.05%
+1,817
WTRG icon
221
Essential Utilities
WTRG
$10.7B
$225K 0.05%
5,636
-1,363
HSBC icon
222
HSBC
HSBC
$257B
$225K 0.05%
3,164
-562
UBER icon
223
Uber
UBER
$175B
$224K 0.05%
2,290
-34
SCI icon
224
Service Corp International
SCI
$11.1B
$223K 0.05%
2,679
+71
WAT icon
225
Waters Corp
WAT
$23.2B
$222K 0.05%
742
-189