SPI
Sutton Place Investors Portfolio holdings
AUM
$166M
This Quarter Return
+9.49%
1 Year Return
+15.3%
3 Year Return
+58.17%
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(+80%)
Cap. Flow
+$53.8M
Cap. Flow
% of AUM
38.98%
Top 10 Holdings %
Top 10 Hldgs %
33.58%
Holding
119
New
47
Increased
40
Reduced
24
Closed
1
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$3.03M |
| 2 |
Microsoft
MSFT
|
$2.85M |
| 3 |
Merck
MRK
|
$2.13M |
| 4 |
RTX Corp
RTX
|
$2.04M |
| 5 |
Chevron
CVX
|
$1.9M |
Top Sells
Sector Composition
| 1 | Healthcare | 8.35% |
| 2 | Technology | 7.91% |
| 3 | Financials | 6.36% |
| 4 | Energy | 5.19% |
| 5 | Consumer Discretionary | 4.96% |
