SIM

Sterling Investment Management Portfolio holdings

AUM $166M
1-Year Est. Return 12.59%
This Quarter Est. Return
1 Year Est. Return
+12.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$6.76M
2 +$2.13M
3 +$2.12M
4
SPGI icon
S&P Global
SPGI
+$1.26M
5
ALLY icon
Ally Financial
ALLY
+$1.15M

Sector Composition

1 Financials 18.83%
2 Communication Services 13.77%
3 Healthcare 9.27%
4 Technology 7.88%
5 Industrials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-67,276
77
-18,503
78
-1,885