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
$287M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$622K
2 +$542K
3 +$528K
4
AMZN icon
Amazon
AMZN
+$510K
5
UNH icon
UnitedHealth
UNH
+$210K

Top Sells

1 +$305K
2 +$240K
3 +$227K
4
EMR icon
Emerson Electric
EMR
+$224K
5
ADI icon
Analog Devices
ADI
+$213K

Sector Composition

1 Technology 30.35%
2 Healthcare 21.42%
3 Industrials 15.09%
4 Consumer Discretionary 8.72%
5 Consumer Staples 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,330
77
-3,100