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
$257M
AUM Growth
+$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$12.9M
3
+$12.5M
4
MIK
Michaels Stores, Inc
MIK
+$12.1M
5
KR icon
Kroger
KR
+$12M

Top Sells

1
+$9.18M
2
+$8.83M
3
+$8.37M
4
CMCSA icon
Comcast
CMCSA
+$4.55M
5
SFM icon
Sprouts Farmers Market
SFM
+$140K

Sector Composition

1 Consumer Discretionary 29.49%
2 Communication Services 22.93%
3 Financials 19.46%
4 Consumer Staples 15.39%
5 Materials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
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