SP
Sherman Porfolios Portfolio holdings
AUM
$1.47B
This Fund
S&P 500
1 Year Est. Return
–
AUM
$1.47B
AUM Growth
+$1.19B
(+424%)
Holding
189
Top Buys
| 1 | +$211M | |
| 2 | +$154M | |
| 3 | +$142M | |
| 4 |
Marriott International
MAR
|
+$56.6M |
| 5 |
Caterpillar
CAT
|
+$41.2M |
Top Sells
| 1 | +$25.7M | |
| 2 | +$11.8M | |
| 3 | +$9.27M | |
| 4 |
iShares US Telecommunications ETF
IYZ
|
+$8.65M |
| 5 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$8.54M |
Sector Composition
| 1 | Financials | 24.25% |
| 2 | Technology | 19.36% |
| 3 | Consumer Discretionary | 9.56% |
| 4 | Industrials | 5.93% |
| 5 | Healthcare | 4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Adobe
ADBE
$97.2B
| $3.34M | 0.23% |
+9,541
|
|
||
77
Amazon
AMZN
$2.65T
| $3.22M | 0.22% |
13,949
+12,433
|
|
||
78
General Dynamics
GD
$91.8B
| $3.18M | 0.22% |
+9,459
|
|
||
79
Warner Bros
WBD
$68.6B
| $3.08M | 0.21% |
106,865
+82,115
|
|
||
80
Mastercard
MA
$455B
| $3.06M | 0.21% |
+5,368
|
|
||
81
Veeva Systems
VEEV
$26.1B
| $2.99M | 0.2% |
+13,403
|
|
||
82
Air Products & Chemicals
APD
$65.2B
| $2.9M | 0.2% |
+11,729
|
|
||
83
Intuit
INTU
$103B
| $2.84M | 0.19% |
+4,289
|
|
||
84
DuPont de Nemours
DD
$19.1B
| $2.84M | 0.19% |
+70,560
|
|
||
85
Honeywell
HON
$148B
| $2.67M | 0.18% |
+13,664
|
|
||
86
Lam Research
LRCX
$338B
| $2.65M | 0.18% |
15,467
+13,698
|
|
||
87
Palantir
PLTR
$328B
| $2.64M | 0.18% |
14,856
-4,868
|
|
||
88
Micron Technology
MU
$494B
| $2.62M | 0.18% |
+9,191
|
|
||
89
Alphabet (Google) Class A
GOOGL
$3.97T
| $2.61M | 0.18% |
+8,340
|
|
||
90
General Mills
GIS
$18.4B
| $2.59M | 0.18% |
+55,665
|
|
||
91
Western Digital
WDC
$120B
| $2.57M | 0.18% |
14,917
+2,632
|
|
||
92
Newmont
NEM
$129B
| $2.42M | 0.16% |
24,212
+12,693
|
|
||
93
Workday
WDAY
$30.5B
| $2.41M | 0.16% |
+11,200
|
|
||
94
Schwab Short-Term US Treasury ETF
SCHO
$12.1B
| $2.36M | 0.16% |
+96,700
|
|
||
95
Intel
INTC
$317B
| $2.33M | 0.16% |
+63,167
|
|
||
96
Amphenol
APH
$182B
| $2.27M | 0.15% |
16,787
+9,015
|
|
||
97
Teradyne
TER
$57.3B
| $2.21M | 0.15% |
+11,396
|
|
||
98
Corning
GLW
$146B
| $2.19M | 0.15% |
+25,005
|
|
||
99
Advanced Micro Devices
AMD
$406B
| $2.09M | 0.14% |
9,781
+3,272
|
|
||
100
Wells Fargo
WFC
$250B
| $2.09M | 0.14% |
+22,374
|
|