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
$185M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$7.54M
2 +$5.91M
3 +$3.06M
4
CME icon
CME Group
CME
+$1.79M
5
IBKR icon
Interactive Brokers
IBKR
+$185K

Top Sells

1 +$2.94M
2 +$1.87M
3 +$1.66M
4
CLB icon
Core Laboratories
CLB
+$1.57M
5
FAF icon
First American
FAF
+$824K

Sector Composition

1 Financials 24.07%
2 Industrials 21.04%
3 Consumer Staples 13.15%
4 Technology 12.15%
5 Consumer Discretionary 11.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-4,110