SWK

Stephen W. Kidder Portfolio holdings

AUM $355M
1-Year Est. Return 19.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$1.78M
2 +$1.61M
3 +$1.32M
4
RTX icon
RTX Corp
RTX
+$986K
5
IPGP icon
IPG Photonics
IPGP
+$609K

Top Sells

1 +$1.37M
2 +$1.3M
3 +$1.26M
4
MA icon
Mastercard
MA
+$1.17M
5
INTC icon
Intel
INTC
+$958K

Sector Composition

1 Technology 23.69%
2 Healthcare 21.69%
3 Industrials 14.33%
4 Financials 9.75%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,100