SWM

Stockman Wealth Management Portfolio holdings

AUM $806M
1-Year Est. Return 12.1%
This Quarter Est. Return
1 Year Est. Return
+12.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
+$489K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$551K
2
+$481K
3
+$386K
4
GSK icon
GSK
GSK
+$337K
5
DD
Du Pont De Nemours E I
DD
+$278K

Top Sells

1
+$466K
2
+$264K
3
+$261K
4
ABBV icon
AbbVie
ABBV
+$232K
5
MCD icon
McDonald's
MCD
+$212K

Sector Composition

1 Healthcare 15.47%
2 Consumer Staples 14.06%
3 Technology 11.91%
4 Energy 11.39%
5 Industrials 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$144K 0.12%
13,312
77
– –
-14,300
78
– –
-5,475
79
– –
-2,550
80
– –
-5,500
1 2 3
4