Sterling Investment Management Inc

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Assets, Funds, Holdings

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Sterling Investment Management Inc
CRD #112923
SEC #801-50373
CIK #1509873
AUM $316.2 MM (100% Disc, 100% US, 2020-03-31)
Employees4 (50% Investors, 0% Brokers)
Phone520-293-3311
Address6262 North Swan Rd
Tucson, AZ 85718
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
3202561921286401999200620132021
Sector Issuer Cap ($MM) Value ($MM)
BND 5.8
MSFT 865,660.0 4.5
AAPL 843,560.0 4.4
PYPL 114,330.0 3.7
BAC 279,520.0 3.5
CSCO 228,550.0 3.3
CMCSA 177,280.0 3.3
MO 104,990.0 3.0
CHTR 76,860.0 2.6
ANTM 76,070.0 2.4
View All
Holdings by Sector ($)
0.10.10.10.00.00.02012201420162019
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