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
$392M
AUM Growth
-$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.97M
3
+$1.85M
4
MRK icon
Merck
MRK
+$1.4M
5
JPM icon
JPMorgan Chase
JPM
+$1.06M

Top Sells

1
+$42.8M
2
+$5.83M
3
+$4.82M
4
SCHW icon
Charles Schwab
SCHW
+$3.8M
5
T icon
AT&T
T
+$1.64M

Sector Composition

1 Technology 16.94%
2 Healthcare 15.6%
3 Consumer Staples 9.48%
4 Financials 8.81%
5 Energy 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$204K 0.05%
1,328
+47
177
$201K 0.05%
15,000
178
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179
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4 5 6 7
8