SAM

Stansberry Asset Management Portfolio holdings

AUM $956M
1-Year Est. Return 20.78%
This Quarter Est. Return
1 Year Est. Return
+20.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$8.23M
3
+$7.25M
4
CSL icon
Carlisle Companies
CSL
+$6.87M
5
DPZ icon
Domino's
DPZ
+$5.42M

Top Sells

1
+$7.12M
2
+$6.69M
3
+$5.51M
4
BUD icon
AB InBev
BUD
+$5.4M
5
BMY icon
Bristol-Myers Squibb
BMY
+$4.41M

Sector Composition

1 Technology 19.3%
2 Financials 17.79%
3 Industrials 12.69%
4 Consumer Discretionary 9.05%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,348
102
– –
-153,223
103
– –
-1,308
104
– –
0
105
– –
-9,362
106
– –
-4,216
107
– –
-345,673
108
– –
-222,347
1 2 3 4
5