SP

Stairway Partners Portfolio holdings

AUM $1.88B
1-Year Est. Return 11.1%
This Quarter Est. Return
1 Year Est. Return
+11.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$1.89M
2 +$1.76M
3 +$1.73M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.05M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$282K

Top Sells

1 +$8.24M
2 +$2.84M
3 +$629K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$64.8M 31.83%
1,010,060
-44,349
2
$38.3M 18.85%
328,347
-70,577
3
$34.7M 17.05%
693,226
-12,579
4
$19.2M 9.42%
97,232
+9,591
5
$18.4M 9.04%
200,639
+19,244
6
$18.3M 8.99%
182,744
+17,293
7
$7.18M 3.53%
130,121
+19,037
8
$2.62M 1.29%
23,976
+2,580