SAM

Sequent Asset Management Portfolio holdings

AUM $210M
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1 +$207K
2 +$27.9K
3 +$7.35K
4
WFC icon
Wells Fargo
WFC
+$2.18K

Top Sells

1 +$1.92M
2 +$848K
3 +$755K
4
ORCL icon
Oracle
ORCL
+$339K
5
ANDE icon
Andersons Inc
ANDE
+$329K

Sector Composition

1 Energy 20.73%
2 Consumer Staples 2.18%
3 Financials 2.18%
4 Industrials 2.06%
5 Communication Services 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-42,733