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
$1.04B
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$8.27M
2 +$254K

Sector Composition

1 Financials 44.32%
2 Technology 10.07%
3 Healthcare 8.87%
4 Consumer Discretionary 8.85%
5 Energy 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-132,000