SWK

Stephen W. Kidder Portfolio holdings

AUM $333M
1-Year Est. Return 13.37%
This Quarter Est. Return
1 Year Est. Return
+13.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$1.25M
2 +$421K
3 +$115K
4
ROK icon
Rockwell Automation
ROK
+$58.1K
5
CB icon
Chubb
CB
+$39.8K

Top Sells

1 +$1.59M
2 +$1.42M
3 +$973K
4
GILD icon
Gilead Sciences
GILD
+$863K
5
ADP icon
Automatic Data Processing
ADP
+$726K

Sector Composition

1 Technology 24.37%
2 Healthcare 22.77%
3 Industrials 14.71%
4 Financials 9.26%
5 Consumer Staples 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$268K 0.1%
2,610
-4,210
77
$262K 0.1%
1,475
+100
78
$242K 0.09%
1,450
-400
79
$228K 0.08%
4,266
80
$224K 0.08%
2,200