SAM
Selway Asset Management Portfolio holdings
AUM
$242M
This Quarter Return
+2.87%
1 Year Return
+7.68%
3 Year Return
+36.51%
5 Year Return
+177.31%
10 Year Return
+200.44%
AUM
$176M
AUM Growth
+$176M
(+8.6%)
Cap. Flow
+$7.46M
Cap. Flow
% of AUM
4.24%
Top 10 Holdings %
Top 10 Hldgs %
30.52%
Holding
78
New
12
Increased
33
Reduced
17
Closed
10
Top Buys
| 1 |
Abbott
ABT
|
$3.47M |
| 2 |
WESCO International
WCC
|
$3.34M |
| 3 |
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
|
$3M |
| 4 |
Walt Disney
DIS
|
$2.92M |
| 5 |
DTV
DIRECTV COM STK (DE)
DTV
|
$2.84M |
Top Sells
| 1 |
F5
FFIV
|
$3.39M |
| 2 |
RVBD
RIVERBED TECHNOLOGY, INC COM
RVBD
|
$2.85M |
| 3 |
Schlumberger
SLB
|
$2.64M |
| 4 |
Apple
AAPL
|
$2.3M |
| 5 |
PNNT
Pennant Park Investment Corp
PNNT
|
$2.08M |
Sector Composition
| 1 | Financials | 21.12% |
| 2 | Technology | 20.26% |
| 3 | Energy | 13.5% |
| 4 | Healthcare | 12.83% |
| 5 | Industrials | 9.78% |