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
$247M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$1.46M
2 +$663K
3 +$598K
4
NVS icon
Novartis
NVS
+$570K
5
ARR
Armour Residential REIT
ARR
+$496K

Top Sells

1 +$1.36M
2 +$1.01M
3 +$625K
4
ADI icon
Analog Devices
ADI
+$321K
5
MDT icon
Medtronic
MDT
+$310K

Sector Composition

1 Healthcare 22.07%
2 Technology 21.95%
3 Industrials 16.46%
4 Consumer Staples 10.18%
5 Energy 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$0 ﹤0.01%
11,500
102
-400