SI
Severin Investments Portfolio holdings
AUM
$112M
1-Year Est. Return
25.62%
1 Year Est. Return
+25.62%
AUM
$112M
AUM Growth
+$5.83M
(+5.5%)
Holding
202
Top Buys
| 1 | +$1.42M | |
| 2 | +$942K | |
| 3 | +$702K | |
| 4 |
Chevron
CVX
|
+$698K |
| 5 |
Microsoft
MSFT
|
+$654K |
Top Sells
| 1 | +$1.35M | |
| 2 | +$1.17M | |
| 3 | +$848K | |
| 4 |
Hartford Financial Services
HIG
|
+$796K |
| 5 |
NVIDIA
NVDA
|
+$754K |
Sector Composition
| 1 | Technology | 18.77% |
| 2 | Financials | 16.99% |
| 3 | Healthcare | 9.36% |
| 4 | Industrials | 8.99% |
| 5 | Communication Services | 7.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Vertex Pharmaceuticals
VRTX
$117B
| – | – |
-867
|
|
||
202
Williams Companies
WMB
$72.7B
| – | – |
-4,399
|
|