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
$135M
AUM Growth
-$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1 +$1M
2 +$807K
3 +$746K
4
AMZN icon
Amazon
AMZN
+$606K
5
RTN
Raytheon Company
RTN
+$492K

Top Sells

1 +$4.34M
2 +$1.73M
3 +$1.7M
4
ADBE icon
Adobe
ADBE
+$767K
5
AEP icon
American Electric Power
AEP
+$647K

Sector Composition

1 Healthcare 25.63%
2 Technology 19.14%
3 Financials 10.56%
4 Communication Services 9.97%
5 Utilities 9.64%