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
$239M
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$224K
2 +$221K
3 +$116K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$109K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$106K

Top Sells

1 +$521K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$60.2M 25.13%
1,078,117
+1,893
2
$35.9M 14.99%
857,732
+792
3
$28.8M 12.03%
279,040
+2,170
4
$27.7M 11.59%
276,426
+2,199
5
$25.6M 10.68%
206,202
-4,201
6
$23.3M 9.72%
111,079
+306
7
$14.8M 6.2%
318,141
+2,335
8
$14.2M 5.92%
123,362
+1,012
9
$8.97M 3.75%
119,859
+692