SWM

Sendero Wealth Management Portfolio holdings

AUM $853M
1-Year Est. Return 21.54%
This Quarter Est. Return
1 Year Est. Return
+21.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$458M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$22.8M
2 +$13M
3 +$6.75M
4
COP icon
ConocoPhillips
COP
+$4.06M
5
PEP icon
PepsiCo
PEP
+$3.86M

Top Sells

1 +$5.35M
2 +$1.81M
3 +$1.6M
4
ORCL icon
Oracle
ORCL
+$1.06M
5
BSX icon
Boston Scientific
BSX
+$938K

Sector Composition

1 Technology 17.02%
2 Financials 11%
3 Communication Services 7.12%
4 Consumer Discretionary 5.34%
5 Energy 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-16,374
152
-5,499
153
-2,695
154
-7,938