SIMC

Stillwater Investment Management (California) Portfolio holdings

AUM $207M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.36%
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
+$27.3M
2
+$23.2M
3
+$18.7M
4
CB icon
Chubb
CB
+$17.8M
5
PYPL icon
PayPal
PYPL
+$14.8M

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
26
– –
0
27
– –
0
28
– –
0
29
– –
0
30
– –
0
31
– –
0
32
– –
0
1
2