SAM

Sunnymeath Asset Management Portfolio holdings

AUM $71.1M
1-Year Est. Return 26.48%
This Quarter Est. Return
1 Year Est. Return
+26.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.2M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$1.44M
2 +$1.35M
3 +$1.2M
4
LLY icon
Eli Lilly
LLY
+$1.06M
5
ACM icon
Aecom
ACM
+$970K

Top Sells

1 +$1.11M
2 +$1.02M
3 +$1.02M
4
MON
Monsanto Co
MON
+$780K
5
CHKP icon
Check Point Software Technologies
CHKP
+$775K

Sector Composition

1 Industrials 18.39%
2 Consumer Discretionary 16.54%
3 Healthcare 15.71%
4 Energy 11.16%
5 Communication Services 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
0