SAM
Selway Asset Management Portfolio holdings
AUM
$242M
This Quarter Return
+0.77%
1 Year Return
+7.68%
3 Year Return
+36.51%
5 Year Return
+177.31%
10 Year Return
+200.44%
AUM
$162M
AUM Growth
–
Cap. Flow
+$162M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.82%
Holding
66
New
66
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
ESV
Ensco Rowan plc
ESV
|
$7.82M |
| 2 |
Qualcomm
QCOM
|
$6.97M |
| 3 |
BBBY
Bed Bath & Beyond Inc
BBBY
|
$6.12M |
| 4 |
Apple
AAPL
|
$5.16M |
| 5 |
Schlumberger
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% |
