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
$210M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$3.38M
2 +$3.21M
3 +$338K
4
AL icon
Air Lease Corp
AL
+$298K
5
KLAC icon
KLA
KLAC
+$257K

Top Sells

1 +$2.12M
2 +$1.37M
3 +$622K
4
CELG
Celgene Corp
CELG
+$428K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$257K

Sector Composition

1 Financials 25.5%
2 Industrials 22.36%
3 Consumer Staples 13.94%
4 Technology 12.29%
5 Consumer Discretionary 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-2,938