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
$801M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$10.4M
2 +$7.3M
3 +$5.94M
4
RITM icon
Rithm Capital
RITM
+$4.12M
5
VICI icon
VICI Properties
VICI
+$4.12M

Top Sells

1 +$11.7M
2 +$11.5M
3 +$10.1M
4
MCD icon
McDonald's
MCD
+$6.52M
5
SBUX icon
Starbucks
SBUX
+$5.87M

Sector Composition

1 Financials 18.49%
2 Technology 16.58%
3 Consumer Discretionary 14.76%
4 Industrials 12.85%
5 Materials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-281,694