SSW

Smith Shellnut Wilson Portfolio holdings

AUM $260M
1-Year Est. Return 19.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$804K
3
+$708K
4
AMZN icon
Amazon
AMZN
+$651K
5
MSFT icon
Microsoft
MSFT
+$638K

Top Sells

1
+$796K
2
+$477K
3
+$453K
4
MA icon
Mastercard
MA
+$433K
5
LMT icon
Lockheed Martin
LMT
+$431K

Sector Composition

1 Consumer Staples 10.49%
2 Technology 9.73%
3 Financials 9.41%
4 Healthcare 7.26%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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