UIM
Underhill Investment Management Portfolio holdings
AUM
$189M
This Quarter Return
+13.6%
1 Year Return
+5.4%
3 Year Return
+59.72%
5 Year Return
+74.33%
10 Year Return
–
AUM
$210M
AUM Growth
+$210M
(+14%)
Cap. Flow
+$11.2M
Cap. Flow
% of AUM
5.35%
Top 10 Holdings %
Top 10 Hldgs %
74.84%
Holding
26
New
2
Increased
6
Reduced
14
Closed
2
Top Buys
| 1 |
Graco
GGG
|
$9.35M |
| 2 |
FedEx
FDX
|
$3.38M |
| 3 |
S&P Global
SPGI
|
$3.21M |
| 4 |
Keysight
KEYS
|
$338K |
| 5 |
Air Lease Corp
AL
|
$298K |
Top Sells
| 1 |
D.R. Horton
DHI
|
$2.12M |
| 2 |
First American
FAF
|
$1.37M |
| 3 |
Autodesk
ADSK
|
$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% |