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
$171M
AUM Growth
-$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$3.18M
2 +$490K
3 +$484K
4
CI icon
Cigna
CI
+$387K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$204K

Top Sells

1 +$3.14M
2 +$1.2M
3 +$704K
4
IBM icon
IBM
IBM
+$315K
5
XOM icon
Exxon Mobil
XOM
+$277K

Sector Composition

1 Technology 29.57%
2 Healthcare 16.31%
3 Financials 11.02%
4 Industrials 10.82%
5 Energy 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$36K 0.02%
+300
102
$35K 0.02%
+33,800
103
$34K 0.02%
+1,000
104
$33K 0.02%
+60
105
$31K 0.02%
+400
106
$31K 0.02%
+199
107
$30K 0.02%
+160
108
$29K 0.02%
+3,000
109
$29K 0.02%
+400
110
$24K 0.01%
+300
111
$24K 0.01%
+1,387
112
$23K 0.01%
+350
113
$22K 0.01%
+497
114
$22K 0.01%
+700
115
$22K 0.01%
+250
116
$20K 0.01%
+714
117
$19K 0.01%
+265
118
$18K 0.01%
+400
119
$18K 0.01%
+296
120
$17K 0.01%
+1,000
121
$17K 0.01%
+150
122
$16K 0.01%
+200
123
$16K 0.01%
+300
124
$16K 0.01%
+569
125
$16K 0.01%
+1,660