SWITC
Stewart West Indies Trading Company Portfolio holdings
AUM
$1.16B
This Quarter Return
+3.54%
1 Year Return
+17.5%
3 Year Return
+35.61%
5 Year Return
+67.77%
10 Year Return
–
AUM
$860M
AUM Growth
–
Cap. Flow
+$860M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.68%
Holding
62
New
62
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$225M |
| 2 |
Yum! Brands
YUM
|
$63.4M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$54.3M |
| 4 |
JPMorgan Chase
JPM
|
$54.3M |
| 5 |
Johnson & Johnson
JNJ
|
$51M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 46.53% |
| 2 | Consumer Discretionary | 10.75% |
| 3 | Healthcare | 8.88% |
| 4 | Technology | 7.28% |
| 5 | Consumer Staples | 6.23% |
