SPC
Spirepoint Private Client Portfolio holdings
AUM
$886M
This Quarter Return
+5.85%
1 Year Return
+17.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$657M
AUM Growth
–
Cap. Flow
+$657M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.99%
Holding
201
New
201
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
United Parcel Service
UPS
|
$161M |
| 2 |
Microsoft
MSFT
|
$27.1M |
| 3 |
Apple
AAPL
|
$22.4M |
| 4 |
Clean Harbors
CLH
|
$16.6M |
| 5 |
Rivian
RIVN
|
$15.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 31.47% |
| 2 | Technology | 14.99% |
| 3 | Healthcare | 11.5% |
| 4 | Consumer Discretionary | 7.53% |
| 5 | Consumer Staples | 6.57% |