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
$326M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$20.6M
2 +$14.4M
3 +$12M
4
IR icon
Ingersoll Rand
IR
+$11.4M
5
CMCSA icon
Comcast
CMCSA
+$7.9M

Top Sells

1 +$20.9M
2 +$17.2M
3 +$15.9M
4
DIS icon
Walt Disney
DIS
+$9.42M
5
SEE icon
Sealed Air
SEE
+$3.7M

Sector Composition

1 Communication Services 39%
2 Consumer Discretionary 31.57%
3 Industrials 10.95%
4 Materials 7.42%
5 Consumer Staples 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AFSI
26
DELISTED
AmTrust Financial Services, Inc.
AFSI
0