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
$162M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.97M
3
+$6.12M
4
AAPL icon
Apple
AAPL
+$5.16M
5
SLB icon
SLB Ltd
SLB
+$5.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.86%
2 Financials 19.97%
3 Energy 15.66%
4 Healthcare 12.14%
5 Industrials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.65%
+67,300
52
$994K 0.61%
+20,000
53
$821K 0.51%
+12,475
54
$748K 0.46%
+6,732
55
$687K 0.42%
+10,000
56
$680K 0.42%
+10,000
57
$646K 0.4%
+25,800
58
$641K 0.4%
+18,600
59
$478K 0.29%
+19,000
60
$468K 0.29%
+50,000
61
$396K 0.24%
+5,449
62
$219K 0.14%
+8,754
63
$217K 0.13%
+1,352
64
$172K 0.11%
+10,000
1 2
3