test

Crystal Kelly

@Sterling Investment Management, Llc

Latest period2024 - Q4ReportedManaged Assets$127.369MTotal holdings56
Assets growth rate-3.36%Assets growth rate (2-Q avg)-1.6%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sterling Investment Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 56 positions.

Assets under management

The assets under management (AUM) of Sterling Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 127.369M in assets, with a quarterly growth rate of -3.36% and a 2-quarter average growth rate of -1.6%. The portfolio is managed by Crystal Kelly, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BNDVanguard Total Bond Market Etf
Recent Activity
Exited
0%
$7.537M
100,344 shares@ $75.11 avg price
JDJd.com Inc Spon Ads Cl A
Recent Activity
Exited
0%
$2.374M
59,360 shares@ $40.0 avg price
BIDUBaidu Inc Spon Adr Rep A
Recent Activity
Exited
0%
$972,669
9,238 shares@ $105.29 avg price
XLPConsumer Staples Select Sector Spdr Fund
Recent Activity
Exited
0%
$212,646
2,562 shares@ $83.0 avg price
MRKMerck & Co Inc Com
Recent Activity
Exited
0%
$205,316
1,808 shares@ $113.56 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
Exited
0%
$200,816
350 shares@ $573.76 avg price