SAM

Smithbridge Asset Management Portfolio holdings

AUM $572M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$1.35M
2 +$453K
3 +$249K
4
ABT icon
Abbott
ABT
+$237K
5
UNH icon
UnitedHealth
UNH
+$225K

Sector Composition

1 Technology 23.23%
2 Healthcare 16.96%
3 Industrials 14.45%
4 Financials 9.91%
5 Energy 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-40,551