SSW

Smith Shellnut Wilson Portfolio holdings

AUM $260M
1-Year Est. Return 19.19%
This Quarter Est. Return
1 Year Est. Return
+19.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$6.98M
3 +$5.33M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.84M
5
PEP icon
PepsiCo
PEP
+$4.27M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 11.57%
2 Healthcare 10.31%
3 Financials 10.04%
4 Technology 9.02%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$58K 0.06%
+27,196