SR

Swiss Re Portfolio holdings

AUM $1.98M
1-Year Est. Return 38.9%
This Quarter Est. Return
1 Year Est. Return
+38.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$4.12M
2 +$4.06M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$169M 96.07%
4,638,000
+113,000
2
$4.06M 2.31%
+53,490
3
$2.86M 1.63%
37,750