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
$502M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.82M
3
+$1.43M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.21M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.04M

Top Sells

1
+$262K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$140M 27.97%
2,205,251
+38,542
2
$65.5M 13.05%
1,240,413
+27,081
3
$61.7M 12.3%
284,659
+5,593
4
$58.3M 11.61%
493,270
+15,411
5
$51.8M 10.33%
154,807
+1,001
6
$37.5M 7.47%
250,251
+6,934
7
$34.8M 6.93%
662,852
+11,972
8
$22.6M 4.5%
202,917
+4,233
9
$19.4M 3.88%
99,359
-1,340
10
$9.84M 1.96%
88,718
+1,949