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
$799K
AUM Growth
-$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$19.4K
2 +$4.04K
3 +$3.19K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.99K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.58K

Top Sells

1 +$300
2 +$254
3 +$236
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$100

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$424K 53.08%
144,791
+6,628
2
$113K 14.08%
1,712,279
+61,503
3
$56.9K 7.12%
447,182
+25,055
4
$56.6K 7.09%
1,100,927
+50,051
5
$41.8K 5.23%
265,894
+12,037
6
$35.3K 4.42%
226,947
+19,205
7
$26.6K 3.33%
484,756
-4,632
8
$18K 2.25%
184,284
-2,417
9
$17.7K 2.22%
102,904
-1,740
10
$9.43K 1.18%
83,217
-886