IG

Inherent Group Portfolio holdings

AUM $108M
1-Year Est. Return 54.99%
This Quarter Est. Return
1 Year Est. Return
+54.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
-$95.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1 +$111K

Top Sells

1 +$17.4M
2 +$11.9M
3 +$4.19M
4
UNP icon
Union Pacific
UNP
+$2.8M
5
SG icon
Sweetgreen
SG
+$111K

Sector Composition

1 Materials 40.35%
2 Financials 31.57%
3 Consumer Staples 0.77%
4 Consumer Discretionary 0.12%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-13,900
27
-496,701
28
0
29
0