SIM

Seilern Investment Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 4.46%
This Quarter Est. Return
1 Year Est. Return
+4.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$184M
2
+$174M
3
+$153M
4
WST icon
West Pharmaceutical
WST
+$145M
5
IDXX icon
Idexx Laboratories
IDXX
+$113M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 45.43%
2 Technology 28.74%
3 Financials 12.4%
4 Consumer Discretionary 6.54%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$184M 10.48%
+349,325
2
$174M 9.93%
+413,458
3
$153M 8.72%
+302,484
4
$145M 8.28%
+443,825
5
$113M 6.44%
+273,567
6
$111M 6.31%
+249,041
7
$111M 6.31%
+584,539
8
$109M 6.24%
+1,478,989
9
$106M 6.01%
+183,042
10
$102M 5.78%
+1,341,368
11
$99.9M 5.7%
+284,114
12
$95M 5.41%
+451,638
13
$89.2M 5.08%
+72,912
14
$82.5M 4.7%
+158,091
15
$13.8M 0.79%
+47,192
16
$13.3M 0.76%
+2,667
17
$12.6M 0.72%
+39,900
18
$10.5M 0.6%
+22,268
19
$10.5M 0.6%
+45,184
20
$10.4M 0.59%
+123,101
21
$9.55M 0.54%
+58,625