SAM
Smithbridge Asset Management Portfolio holdings
AUM
$688M
1 Year Est. Return
–
AUM
$688M
AUM Growth
+$116M
(+20%)
Holding
155
Top Buys
| 1 | +$18.4M | |
| 2 | +$15.5M | |
| 3 | +$10.2M | |
| 4 |
Charles Schwab
SCHW
|
+$6.75M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$3.99M |
Top Sells
| 1 | +$2.62M | |
| 2 | +$2.45M | |
| 3 | +$2.25M | |
| 4 |
Apple
AAPL
|
+$669K |
| 5 |
MetLife
MET
|
+$632K |
Sector Composition
| 1 | Technology | 21.28% |
| 2 | Healthcare | 10.55% |
| 3 | Industrials | 10.14% |
| 4 | Financials | 9.55% |
| 5 | Communication Services | 8.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vanguard Small-Cap Value ETF
VBR
$34.2B
| – | – |
-1,030
|
|
||
|
152
MetLife
MET
$50.6B
| – | – |
-7,862
|
|
||
153
Akamai
AKAM
$13.4B
| – | – |
-32,874
|
|
||
154
Deere & Co
DE
$139B
| – | – |
-428
|
|
||
155
Amgen
AMGN
$178B
| – | – |
-801
|
|