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
101
$208K 0.09%
+364
102
$207K 0.09%
+1,530
103
$201K 0.09%
+6,131
104
$201K 0.09%
+1,190
105
0