SWITC

Stewart West Indies Trading Company Portfolio holdings

AUM $1.16B
1-Year Est. Return 17.5%
This Quarter Est. Return
1 Year Est. Return
+17.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$968M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$249K

Sector Composition

1 Financials 45.42%
2 Technology 9.93%
3 Healthcare 9.43%
4 Consumer Discretionary 8.32%
5 Energy 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.77M 0.29%
31,500
27
$1.58M 0.16%
51,800
28
-11,140