SAM

Selway Asset Management Portfolio holdings

AUM $242M
1-Year Est. Return 7.68%
This Quarter Est. Return
1 Year Est. Return
+7.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$3.01M
3
+$2.17M
4
CSCO icon
Cisco
CSCO
+$1.59M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$1.32M

Top Sells

1
+$2.94M
2
+$2.77M
3
+$2.38M
4
ORCL icon
Oracle
ORCL
+$1.66M
5
FDX icon
FedEx
FDX
+$1.51M

Sector Composition

1 Financials 19.82%
2 Technology 19.78%
3 Energy 15.54%
4 Healthcare 10.1%
5 Industrials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.43M 1.86%
115,800
+44,500
27
$3.42M 1.85%
86,067
-1,467
28
$3.32M 1.8%
48,075
+575
29
$2.96M 1.6%
34,410
-300
30
$2.92M 1.58%
164,200
+54,600
31
$2.86M 1.55%
76,425
-26,100
32
$2.77M 1.5%
19,250
-10,500
33
$2.73M 1.48%
30,000
34
$2.61M 1.41%
170,400
+54,900
35
$2.2M 1.19%
308,300
+30,300
36
$2.19M 1.19%
239,100
+24,000
37
$2.02M 1.09%
40,000
38
$1.93M 1.05%
134,100
+21,900
39
$1.86M 1.01%
6,720
40
$1.85M 1%
24,675
-31,720
41
$1.77M 0.96%
21,400
-2,900
42
$1.69M 0.91%
64,960
+850
43
$1.65M 0.89%
19,800
+200
44
$1.58M 0.86%
64,400
45
$1.51M 0.82%
66,890
-35,300
46
$1.47M 0.79%
104,300
+8,200
47
$1.45M 0.78%
11,585
+75
48
$1.35M 0.73%
21,900
49
$1.35M 0.73%
23,200
50
$1.26M 0.68%
50,250
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