SL

SWF LLC Portfolio holdings

AUM $861M
1-Year Est. Return 33.41%
This Quarter Est. Return
1 Year Est. Return
+33.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$16M

Top Sells

No sells this quarter

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$145M 86.15%
680,000
+75,000
2
$23.3M 13.85%
444,548