IGM

Incline Global Management Portfolio holdings

AUM $254M
1-Year Est. Return 17.48%
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
-$69.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$53.3M
2 +$48.3M
3 +$44.6M
4
MA icon
Mastercard
MA
+$21.5M
5
QSR icon
Restaurant Brands International
QSR
+$8.17M

Top Sells

1 +$45.9M
2 +$38M
3 +$32.9M
4
YUM icon
Yum! Brands
YUM
+$30.9M
5
SHW icon
Sherwin-Williams
SHW
+$30.2M

Sector Composition

1 Consumer Discretionary 33.04%
2 Financials 21%
3 Industrials 17.88%
4 Technology 10.98%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-172,788
27
-395,221
28
-116,700