SL

SWF LLC Portfolio holdings

AUM $861M
This Quarter Return
-0.77%
1 Year Return
+33.41%
3 Year Return
+94.71%
5 Year Return
+198.39%
10 Year Return
AUM
$102M
AUM Growth
+$102M
Cap. Flow
-$944K
Cap. Flow %
-0.92%
Top 10 Hldgs %
100%
Holding
2
New
Increased
Reduced
1
Closed

Top Buys

No buys this quarter

Top Sells

1
USB icon
US Bancorp
USB
$944K

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.08T
$79.8M 78.04%
400,000
USB icon
2
US Bancorp
USB
$76B
$22.4M 21.96%
444,548
-18,697
-4% -$944K