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
$1B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M

Top Sells

1
+$7.67M
2
+$3.96M
3
+$1.58M

Sector Composition

1 Financials 45.01%
2 Technology 10.33%
3 Consumer Discretionary 9.14%
4 Healthcare 8.07%
5 Energy 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.09M 0.31%
31,500
27
– –
-90,000
28
– –
-51,800
1
2