SIM
Sterling Investment Management Portfolio holdings
AUM
$151M
This Quarter Return
+0.47%
1 Year Return
+15.88%
3 Year Return
+39.57%
5 Year Return
+65.5%
10 Year Return
+162.64%
AUM
$142M
AUM Growth
+$142M
(-11%)
Cap. Flow
-$18.4M
Cap. Flow
% of AUM
-12.95%
Top 10 Holdings %
Top 10 Hldgs %
44.45%
Holding
73
New
3
Increased
1
Reduced
58
Closed
2
Top Buys
| 1 |
FedEx
FDX
|
$2.49M |
| 2 |
Ally Financial
ALLY
|
$1M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$908K |
| 4 |
Goldman Sachs
GS
|
$643K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$4.34M |
| 2 |
Microsoft
MSFT
|
$1.37M |
| 3 |
Apple
AAPL
|
$953K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$818K |
| 5 |
AbbVie
ABBV
|
$811K |
Sector Composition
| 1 | Financials | 19.51% |
| 2 | Communication Services | 12.94% |
| 3 | Technology | 8.91% |
| 4 | Industrials | 8.06% |
| 5 | Healthcare | 7.78% |
