SMU
Signet Management USA Portfolio holdings
AUM
$149M
This Quarter Return
+11.98%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$149M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.62%
Holding
197
New
197
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Viatris
VTRS
|
$4.53M |
| 2 |
Apple
AAPL
|
$3.97M |
| 3 |
ARRS
ARRIS International plc Ordinary Shares
ARRS
|
$3.96M |
| 4 |
NewMarket
NEU
|
$3.91M |
| 5 |
CVS Health
CVS
|
$3.78M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 18% |
| 2 | Industrials | 14.46% |
| 3 | Healthcare | 13.2% |
| 4 | Consumer Discretionary | 12.66% |
| 5 | Technology | 11.3% |
