SIMC

Stillwater Investment Management (California) Portfolio holdings

AUM $207M
1-Year Est. Return 17.36%
This Quarter Est. Return
1 Year Est. Return
+17.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$23.3M
3
+$18.4M
4
AAPL icon
Apple
AAPL
+$17.2M
5
PYPL icon
PayPal
PYPL
+$15.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.67%
2 Communication Services 22.05%
3 Consumer Discretionary 21.83%
4 Financials 20.28%
5 Consumer Staples 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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32
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