SIM
Sterling Investment Management Portfolio holdings
AUM
$151M
This Quarter Return
+4.74%
1 Year Return
+15.88%
3 Year Return
+39.57%
5 Year Return
+65.5%
10 Year Return
+162.64%
AUM
$73.5M
AUM Growth
+$73.5M
(-36%)
Cap. Flow
-$45.1M
Cap. Flow
% of AUM
-61.41%
Top 10 Holdings %
Top 10 Hldgs %
45.06%
Holding
66
New
6
Increased
1
Reduced
37
Closed
17
Top Buys
| 1 |
Weyerhaeuser
WY
|
$1.81M |
| 2 |
Crown Castle
CCI
|
$1.7M |
| 3 |
Chevron
CVX
|
$1.42M |
| 4 |
Exxon Mobil
XOM
|
$1.24M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$667K |
Top Sells
| 1 |
Occidental Petroleum
OXY
|
$3.1M |
| 2 |
EMC
EMC CORPORATION
EMC
|
$2.73M |
| 3 |
Citigroup
C
|
$2.72M |
| 4 |
American International
AIG
|
$2.64M |
| 5 |
Microsoft
MSFT
|
$2.32M |
Sector Composition
| 1 | Financials | 23.33% |
| 2 | Technology | 13.88% |
| 3 | Energy | 12.7% |
| 4 | Consumer Staples | 12.05% |
| 5 | Communication Services | 11.21% |
