SAM

Seelaus Asset Management Portfolio holdings

AUM $113M
1-Year Est. Return 19.59%
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1 +$714K
2 +$710K
3 +$694K
4
UNH icon
UnitedHealth
UNH
+$630K
5
KMB icon
Kimberly-Clark
KMB
+$605K

Top Sells

1 +$1.25M
2 +$1.2M
3 +$959K
4
AMGN icon
Amgen
AMGN
+$737K
5
ACN icon
Accenture
ACN
+$692K

Sector Composition

1 Technology 14.26%
2 Consumer Discretionary 13.92%
3 Healthcare 11.65%
4 Industrials 10.7%
5 Financials 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-12,950