SAM

Smithbridge Asset Management Portfolio holdings

AUM $1.17B
1-Year Est. Return 21.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$4.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$2.72M
2 +$660K
3 +$86.5K
4
WFC icon
Wells Fargo
WFC
+$80.2K
5
ABT icon
Abbott
ABT
+$68.4K

Top Sells

1 +$488K
2 +$245K
3 +$229K
4
SWKS icon
Skyworks Solutions
SWKS
+$174K
5
CVX icon
Chevron
CVX
+$174K

Sector Composition

1 Technology 23.47%
2 Healthcare 20.9%
3 Industrials 13.67%
4 Financials 9.19%
5 Energy 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$243K 0.22%
4,200
52
-9,000