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SIML
SWP Investment Management LLC Portfolio holdings
AUM
$134M
1-Year Est. Return
30.75%
This Fund
S&P 500
1 Year Est. Return
+30.75%
AUM
$138M
AUM Growth
+$36.2M
(+36%)
Holding
54
Top Buys
| 1 | +$3.56M | |
| 2 | +$3.08M | |
| 3 | +$2.11M | |
| 4 |
United Rentals
URI
|
+$1.92M |
| 5 |
STMicroelectronics
STM
|
+$1.89M |
Top Sells
| 1 | +$1.98M | |
| 2 | +$1.81M | |
| 3 | +$1.65M | |
| 4 |
Match Group
MTCH
|
+$1.56M |
| 5 |
Salesforce
CRM
|
+$1.53M |
Sector Composition
| 1 | Technology | 24.05% |
| 2 | Financials | 16.56% |
| 3 | Industrials | 12.67% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 10.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Match Group
MTCH
$8.84B
| – | – |
-44,168
|
|
||
52
Home Depot
HD
$357B
| – | – |
-4,457
|
|
||
|
53
Salesforce
CRM
$136B
| – | – |
-6,459
|
|
||
54
Eaton
ETN
$155B
| – | – |
-5,280
|
|