SC

Stralem & Co Portfolio holdings

AUM $157M
1-Year Est. Return 4.29%
This Quarter Est. Return
1 Year Est. Return
+4.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.15B
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$6.27M
2 +$526K
3 +$296K

Top Sells

1 +$23.6M
2 +$21.9M
3 +$21.3M
4
FDX icon
FedEx
FDX
+$20.1M
5
DHR icon
Danaher
DHR
+$18.7M

Sector Composition

1 Healthcare 20.96%
2 Industrials 14.6%
3 Energy 12.16%
4 Utilities 10.26%
5 Communication Services 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$296K 0.01%
+5,700
52
$284K 0.01%
2,575
-8,137