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
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$3.88M
3
+$224K

Top Sells

1
+$6.03M
2
+$3.32M

Sector Composition

1 Financials 47.26%
2 Consumer Discretionary 10.63%
3 Technology 10.46%
4 Consumer Staples 5.66%
5 Healthcare 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$185K 0.02%
29,289
52
$170K 0.02%
16,122
53
$79K 0.01%
12,404
54
$29K ﹤0.01%
1,900
55
– –
-213,000
1 2
3