SIM

Sterling Investment Management Portfolio holdings

AUM $176M
1-Year Est. Return 18.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.68%
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
+$6.77M
2
+$2.51M
3
+$2.42M
4
ALLY icon
Ally Financial
ALLY
+$1.37M
5
SPGI icon
S&P Global
SPGI
+$1.33M

Top Sells

1
+$5.6M
2
+$2.31M
3
+$2.3M
4
WBD icon
Warner Bros
WBD
+$1.43M
5
AMZN icon
Amazon
AMZN
+$1.43M

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
– –
-57,538
77
– –
-2,375
78
– –
-23,474
1 2 3
4