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
$149M
AUM Growth
-$386K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$640K
2 +$516K
3 +$278K
4
SRCL
Stericycle Inc
SRCL
+$256K
5
UTHR icon
United Therapeutics
UTHR
+$238K

Sector Composition

1 Technology 22.69%
2 Healthcare 14.64%
3 Communication Services 10.12%
4 Financials 9.92%
5 Industrials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,025
77
-4,709