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
$394M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$34.3M
2 +$32.5M
3 +$14.7M
4
XIFR
XPLR Infrastructure LP
XIFR
+$11.1M
5
CANO
Cano Health, Inc.
CANO
+$6.48M

Top Sells

1 +$12.2M
2 +$7.96M
3 +$7.11M
4
RJF icon
Raymond James Financial
RJF
+$6.33M
5
MCO icon
Moody's
MCO
+$6.16M

Sector Composition

1 Financials 30.79%
2 Consumer Discretionary 14.95%
3 Technology 7.79%
4 Utilities 7.48%
5 Consumer Staples 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-200,000