SW

SlateStone Wealth Portfolio holdings

AUM $1.07B
1-Year Est. Return 16.48%
This Quarter Est. Return
1 Year Est. Return
+16.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$996M
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1 +$6.49M
2 +$5.95M
3 +$5.5M
4
CVX icon
Chevron
CVX
+$5.46M
5
AMZN icon
Amazon
AMZN
+$4.99M

Top Sells

1 +$3.25M
2 +$2.25M
3 +$2.02M
4
CELH icon
Celsius Holdings
CELH
+$1.45M
5
MELI icon
Mercado Libre
MELI
+$1.38M

Sector Composition

1 Technology 19.88%
2 Financials 9.36%
3 Healthcare 8.21%
4 Industrials 6.67%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$29K ﹤0.01%
561
277
$24K ﹤0.01%
10,004
278
-7,493
279
-14,000
280
-31,868
281
-2,461
282
-11,377
283
-6,233
284
-2,611
285
-31,843
286
-2,332
287
$0 ﹤0.01%
21,433