SAM

Shell Asset Management Portfolio holdings

AUM $2.9B
1-Year Est. Return 24.11%
This Quarter Est. Return
1 Year Est. Return
+24.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.44B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
901
New
Increased
Reduced
Closed

Top Sells

1 +$11.1M
2 +$10.9M
3 +$8.74M
4
BSX icon
Boston Scientific
BSX
+$8.56M
5
GPN icon
Global Payments
GPN
+$7.71M

Sector Composition

1 Financials 11.49%
2 Healthcare 11.32%
3 Energy 10.04%
4 Consumer Staples 9.58%
5 Technology 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
0