SIMC
Stillwater Investment Management (California) Portfolio holdings
AUM
$207M
This Quarter Return
+6.07%
1 Year Return
+17.36%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$274M
AUM Growth
+$274M
(-0.75%)
Cap. Flow
+$1.94M
Cap. Flow
% of AUM
0.71%
Top 10 Holdings %
Top 10 Hldgs %
83.76%
Holding
39
New
1
Increased
8
Reduced
1
Closed
7
Top Buys
| 1 |
Constellation Brands
STZ
|
$20.9M |
| 2 |
Comcast
CMCSA
|
$20.1M |
| 3 |
Expedia Group
EXPE
|
$9.06M |
| 4 |
Advanced Drainage Systems
WMS
|
$6.38M |
| 5 |
Air Products & Chemicals
APD
|
$3.11M |
Top Sells
| 1 |
Sprouts Farmers Market
SFM
|
$14.5M |
| 2 |
Intel
INTC
|
$13M |
| 3 |
Charles Schwab
SCHW
|
$11.1M |
| 4 |
AGN
Allergan plc
AGN
|
$10.2M |
| 5 |
Mondelez International
MDLZ
|
$9.54M |
Sector Composition
| 1 | Communication Services | 36.09% |
| 2 | Consumer Discretionary | 32.12% |
| 3 | Materials | 7.82% |
| 4 | Consumer Staples | 7.61% |
| 5 | Financials | 6.26% |
