SIM

Studio Investment Management Portfolio holdings

AUM $530M
1-Year Est. Return 10.38%
This Quarter Est. Return
1 Year Est. Return
+10.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$16.4M
3
+$14.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.82M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 13.05%
2 Technology 12.81%
3 Healthcare 11.8%
4 Financials 10.08%
5 Communication Services 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 1.16%
+24,300
27
$2.66M 1.14%
+89,400
28
$2.65M 1.13%
+47,305
29
$2.65M 1.13%
+12,805
30
$2.63M 1.12%
+61,867
31
$2.6M 1.11%
+17,313
32
$2.24M 0.96%
+9,322
33
$2.2M 0.94%
+19,905
34
$2.2M 0.94%
+40,345
35
$2.12M 0.9%
+37,818
36
$2.09M 0.89%
+30,637
37
$2.07M 0.88%
+38,843
38
$1.97M 0.84%
+11,646
39
$1.93M 0.82%
+9,825
40
$1.92M 0.82%
+13,529
41
$1.91M 0.81%
+38,123
42
$1.87M 0.8%
+91,488
43
$1.83M 0.78%
+43,480
44
$1.71M 0.73%
+20,400
45
$1.68M 0.72%
+16,555
46
$1.55M 0.66%
+4,616
47
$1.51M 0.64%
+7,845
48
$1.44M 0.62%
+34,677
49
$1.3M 0.55%
+51,256
50
$1.04M 0.44%
+6,340
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