SAM
Stenahm Asset Management Portfolio holdings
AUM
$174M
1 Year Est. Return
–
AUM
$174M
AUM Growth
-$55.5M
(-24%)
Holding
27
Top Buys
| 1 | +$3.17M | |
| 2 | +$1.94M | |
| 3 | +$905K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$798K |
| 5 |
PG&E
PCG
|
+$466K |
Top Sells
| 1 | +$9.87M | |
| 2 | +$9.64M | |
| 3 | +$9.21M | |
| 4 |
Canadian Pacific Kansas City
CP
|
+$9.07M |
| 5 |
American Financial Group
AFG
|
+$6.46M |
Sector Composition
| 1 | Industrials | 12.97% |
| 2 | Consumer Discretionary | 5.51% |
| 3 | Communication Services | 4.59% |
| 4 | Technology | 1.67% |
| 5 | Financials | 1.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Meta Platforms (Facebook)
META
$1.63T
| – | – |
-2,850
|
|
||
27
Visa
V
$636B
| – | – |
-11,900
|
|