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
$167M
AUM Growth
+$6.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$3.64M
2 +$2.6M
3 +$1.68M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$1.07M
5
AMGN icon
Amgen
AMGN
+$1.06M

Top Sells

1 +$3.61M
2 +$2.71M
3 +$2.55M
4
UAL icon
United Airlines
UAL
+$1.2M
5
DKS icon
Dick's Sporting Goods
DKS
+$797K

Sector Composition

1 Healthcare 17.91%
2 Industrials 16.8%
3 Technology 15.29%
4 Financials 12.04%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$167K 0.1%
4,291
-19,987
77
-1,674
78
-62,810