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
$419M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$21.6M
2 +$5.47M
3 +$4.67M
4
VZ icon
Verizon
VZ
+$3.58M
5
AMZN icon
Amazon
AMZN
+$2.55M

Top Sells

1 +$5.25M
2 +$2.89M
3 +$2.07M
4
SYY icon
Sysco
SYY
+$1.76M
5
MIC
Macquarie Infrastructure Holdings, LLC
MIC
+$980K

Sector Composition

1 Technology 14%
2 Healthcare 12.57%
3 Financials 10.2%
4 Consumer Staples 8.28%
5 Energy 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-30,800