SAM

Stansberry Asset Management Portfolio holdings

AUM $987M
1-Year Est. Return 25.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$6.92M
2 +$6.04M
3 +$4.59M
4
MSFT icon
Microsoft
MSFT
+$4.53M
5
DELL icon
Dell
DELL
+$4.35M

Sector Composition

1 Technology 16.93%
2 Financials 14.2%
3 Consumer Discretionary 13.46%
4 Materials 10.53%
5 Healthcare 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-52,601
102
-3,036