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
$207M
AUM Growth
-$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$9.57M
2 +$4.94M
3 +$4.36M
4
IBKR icon
Interactive Brokers
IBKR
+$1.75M
5
AL icon
Air Lease Corp
AL
+$711K

Top Sells

1 +$12.9M
2 +$10.2M
3 +$4.61M
4
BF.B icon
Brown-Forman Class B
BF.B
+$3.75M
5
INTC icon
Intel
INTC
+$3.64M

Sector Composition

1 Financials 28.46%
2 Industrials 21.95%
3 Consumer Staples 15.01%
4 Technology 14.98%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-3,900