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
$405M
AUM Growth
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$2M
2 +$1.82M
3 +$1.8M
4
BA icon
Boeing
BA
+$1.45M
5
MRK icon
Merck
MRK
+$1.42M

Top Sells

1 +$2.52M
2 +$1.59M
3 +$1.47M
4
AYX
Alteryx Inc
AYX
+$1.43M
5
BAC icon
Bank of America
BAC
+$1.31M

Sector Composition

1 Technology 14.51%
2 Financials 7.16%
3 Communication Services 7.03%
4 Healthcare 5.16%
5 Consumer Staples 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-62,000