SIM

Studio Investment Management Portfolio holdings

AUM $498M
1-Year Est. Return 10.96%
This Quarter Est. Return
1 Year Est. Return
+10.96%
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
1
$20.1M 8.59%
+382,423
2
$16.4M 6.99%
+498,050
3
$14.8M 6.34%
+96,590
4
$10.6M 4.51%
+38,714
5
$9.82M 4.19%
+73,440
6
$8.9M 3.8%
+62,929
7
$8.28M 3.54%
+29,385
8
$7.06M 3.02%
+89,882
9
$6.91M 2.95%
+49,417
10
$4.75M 2.03%
+63,235
11
$4.55M 1.94%
+28,153
12
$4.42M 1.89%
+178,581
13
$4.29M 1.84%
+21,908
14
$4.21M 1.8%
+19,814
15
$3.6M 1.54%
+83,575
16
$3.58M 1.53%
+9,955
17
$3.54M 1.51%
+59,175
18
$3.54M 1.51%
+16,641
19
$3.53M 1.51%
+9,045
20
$3.53M 1.51%
+4,205
21
$3.48M 1.49%
+45,294
22
$3.38M 1.44%
+20,648
23
$2.95M 1.26%
+34,765
24
$2.89M 1.23%
+33,613
25
$2.81M 1.2%
+87,076
1
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