SLT

St Louis Trust Portfolio holdings

AUM $751M
1-Year Est. Return 16.05%
This Quarter Est. Return
1 Year Est. Return
+16.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$498M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$25.9M
2 +$5.02M
3 +$3.38M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$616K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$254K

Top Sells

1 +$6.82M
2 +$6.71M
3 +$5.92M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$3.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.1M

Sector Composition

1 Financials 2.02%
2 Technology 1.69%
3 Healthcare 1.66%
4 Consumer Staples 1.45%
5 Consumer Discretionary 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$206K 0.04%
+719
102
-4,121