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
$273M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$2.73M
2 +$2.09M
3 +$1.29M
4
XOM icon
Exxon Mobil
XOM
+$1.11M
5
MMM icon
3M
MMM
+$968K

Top Sells

1 +$2.33M
2 +$1.33M
3 +$1.31M
4
PYPL icon
PayPal
PYPL
+$837K
5
EW icon
Edwards Lifesciences
EW
+$714K

Sector Composition

1 Technology 26.95%
2 Healthcare 23.58%
3 Industrials 15.99%
4 Consumer Discretionary 8.46%
5 Consumer Staples 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,770