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
$233M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$27.1M

Top Sells

1 +$6.43M
2 +$994K

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$205M 88.33%
575,987
-2,786
2
$27.1M 11.67%
+50
3
-194,548