SIM

Sterling Investment Management Portfolio holdings

AUM $151M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.1M
AUM Growth
-$454K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.16M
2 +$206K
3 +$39.5K
4
HI icon
Hillenbrand
HI
+$15.6K
5
ETP
Energy Transfer Partners L.p.
ETP
+$8.23K

Top Sells

1 +$1.06M
2 +$405K
3 +$129K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$128K
5
CMCSA icon
Comcast
CMCSA
+$99.8K

Sector Composition

1 Financials 23.06%
2 Energy 13.3%
3 Technology 12.88%
4 Consumer Staples 12.5%
5 Communication Services 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-141,219