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Seilern Investment Management Ltd Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Seilern Investment Management Ltd with $1.4B in long positions as of Q3 2025, 45% allocated to Healthcare, and 72% concentrated in top 10 positions.

Portfolio Value
$1.4B
Top 10 Concentration
72%
Top Sector
Healthcare (45%)
US Exposure
96%
Market Cap Focus
Large Cap
Countries
2

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Healthcare: 45.40%HealthcareTechnology: 29.80%TechnologyFinancial Services: 15.10%Financial ServicesCommunication Services: 7.70%Industrials: 1.30%Consumer Cyclical: 0.70%
Healthcare
45.40%
Technology
29.80%
Financial Services
15.10%
Communication Services
7.70%
Industrials
1.30%
Consumer Cyclical
0.70%

Industry Breakdown

15 industries across all sectors

Software - Infrastructure: 15.57%Software - InfrastructureMedical - Diagnostics & Research: 11.82%Medical - Diagnostics & ResearchMedical - Instruments & Supplies: 10.93%Medical - Instruments & SuppliesSoftware - Application: 10.73%Software - ApplicationFinancial - Credit Services: 9.80%Financial - Credit ServicesMedical - Healthcare Plans: 9.63%Medical - Healthcare PlansInternet Content & Information: 7.69%Medical - Healthcare Information Services: 6.33%7 more: 17.51%7 more
Software - Infrastructure
Technology
15.57%
Medical - Diagnostics & Research
Healthcare
11.82%
Medical - Instruments & Supplies
Healthcare
10.93%
Software - Application
Technology
10.73%
Financial - Credit Services
Financial Services
9.80%
Medical - Healthcare Plans
Healthcare
9.63%
Internet Content & Information
Communication Services
7.69%
Medical - Healthcare Information Services
Healthcare
6.33%
Medical - Devices
Healthcare
5.93%
Financial - Data & Stock Exchanges
Financial Services
5.26%
Information Technology Services
Technology
3.55%
Drug Manufacturers - Specialty & Generic
Healthcare
0.76%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 36.64%Mega Cap (> $200B)Large Cap ($10B - $200B): 63.36%Large Cap ($10B - $200B)
Mega Cap (> $200B)
36.64%
Large Cap ($10B - $200B)
63.36%

Portfolio Concentration

Top 10 Holdings %
72.48%
Top 20 Holdings %
99.0%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
96.45%
International
3.55%
Countries
2
Largest Int'l Market
Ireland - 3.55%
United States of America
96.45% ($1.3B)
21 holdings
Ireland
3.55% ($49.1M)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
3 quarters
Avg. Top 20
2.9 quarters
Avg. All Positions
2.9 quarters
Median Holding Period
3 quarters
Persistence Rate
-
Persistent Holdings Weight
-
Persistent Positions
0
Longest Held
Edwards Lifesciences Corp logo
Edwards Lifesciences CorpEW - 3 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.000%
Avg. Position Weight
4.55%
Largest Position
UNITEDHEALTH GROUP INCORPORATED (Delaware) logo
UNITEDHEALTH GROUP INCORPORATED (Delaware)UNH - 9.63%
Largest Ownership Stake
West Pharmaceutical Services, Inc. logo
West Pharmaceutical Services, Inc.WST - 0.45%
Avg. Ownership Stake
0.12%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2024)

Avg. New Position
4.56%
Avg. Ownership Stake
0.15%
Largest Position
Microsoft Corp logo
Microsoft CorpMSFT - 10.54% (Q2 2025)
Largest Ownership Stake
West Pharmaceutical Services, Inc. logo
West Pharmaceutical Services, Inc.WST - 0.61% (Q4 2024)

Portfolio Turnover

Current Quarter

Turnover Ratio
11.7%
Value Traded
$161.48M
Positions Added
0
Positions Exited
0

Historical (Since Q4 2024)

Avg. Turnover Ratio
20.0%
Avg. Positions Added
6
Avg. Positions Exited
0
Highest Turnover
50.0%
Q4 2024
Lowest Turnover
8.6%
Q1 2025

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