SWK

Stephen W. Kidder Portfolio holdings

AUM $349M
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$535K
2 +$348K
3 +$275K
4
DIS icon
Walt Disney
DIS
+$275K
5
V icon
Visa
V
+$269K

Top Sells

1 +$575K
2 +$454K
3 +$260K
4
MA icon
Mastercard
MA
+$240K
5
ADI icon
Analog Devices
ADI
+$229K

Sector Composition

1 Technology 31.66%
2 Healthcare 20.56%
3 Industrials 14.73%
4 Consumer Discretionary 9.1%
5 Financials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-9,000
77
-1,000