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
$189M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$785K
3
+$727K
4
HD icon
Home Depot
HD
+$657K
5
AAPL icon
Apple
AAPL
+$609K

Top Sells

1
+$500K
2
+$453K
3
+$251K
4
LRCX icon
Lam Research
LRCX
+$242K
5
BBBY
Bed Bath & Beyond
BBBY
+$236K

Sector Composition

1 Technology 28.27%
2 Healthcare 16.69%
3 Financials 11.95%
4 Industrials 11.78%
5 Energy 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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152
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156
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157
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158
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159
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160
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3 4 5 6
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