SL
SWF LLC Portfolio holdings
AUM
$861M
This Quarter Return
+13.3%
1 Year Return
+33.41%
3 Year Return
+94.71%
5 Year Return
+198.39%
10 Year Return
–
AUM
$152M
AUM Growth
+$152M
(+155%)
Cap. Flow
+$85.6M
Cap. Flow
% of AUM
56.37%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
1
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$85.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class B
BRK.B
$1.08T
| $128M | 84.55% |
600,000
+400,000
| +200% | +$85.6M |
|
2
US Bancorp
USB
$76B
| $23.5M | 15.45% |
444,548
| – | – |
|