Sterling Investment Management Inc

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Assets, Funds, Holdings

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Sterling Investment Management Inc
CRD #107207
SEC #801-26936
CIK #0001991301, 0001509873
AUM
Employees
Phone404-233-7844
Address3340 Peachtree Road, Ste 1940
Atlanta, GA 30326
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
705642281401999200720152024
CIK Period
0001991301 0001509873
Sector Form 13F Holdings Value ($M)
SPDR Gold Trust 10.8
Canadian National Railway Co 5.3
Alphabet Inc 4.8
McGraw-hill Companies Inc 4.7
Canadian Pacific Railway Ltd/Cn 4.6
Moodys Corp /DE/ 4.6
Microsoft Corp 4.5
General Electric Co 4.5
VISA Inc 4.3
Cameco Corp 3.3
Wal Mart Stores Inc 3.0
Goldman Sachs Group Inc 2.9
AbbVie Inc 2.6
Apple Inc 2.5
Occidental Petroleum Corp /DE/ 2.5
Boeing Co 2.3
Johnson & Johnson 2.0
Thermo Fisher Scientific Inc 1.7
Republic Services Inc 1.5
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 78 66.1
By Discretionary
Discretionary 78 66.1
Non-Discretionary 0 0.0
Total 78 66.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 66.1
Total 78 66.1
EDGAR Form CIK 2011 - 2025
13F-HR [0001509873]
13F-HR [0001991301]
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