UIM

Underhill Investment Management Portfolio holdings

AUM $189M
1-Year Est. Return 5.4%
This Quarter Est. Return
1 Year Est. Return
+5.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$1.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$4.78M
2 +$2.62M
3 +$1.14M
4
FAF icon
First American
FAF
+$784K
5
AL icon
Air Lease Corp
AL
+$717K

Top Sells

1 +$7.38M
2 +$1.9M
3 +$1.66M
4
BF.B icon
Brown-Forman Class B
BF.B
+$1.26M
5
GGG icon
Graco
GGG
+$885K

Sector Composition

1 Financials 24.42%
2 Industrials 17.87%
3 Consumer Discretionary 14.75%
4 Consumer Staples 13.82%
5 Technology 11.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-160,900