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
$165M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$40M
2 +$34.1M
3 +$29.6M
4
ALLY icon
Ally Financial
ALLY
+$24.4M
5
DAR icon
Darling Ingredients
DAR
+$16.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 39.07%
2 Healthcare 24.31%
3 Materials 17.97%
4 Consumer Staples 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$40M 24.31%
+693,878
2
$34.1M 20.72%
+2,920,480
3
$29.6M 17.97%
+1,169,393
4
$24.4M 14.81%
+1,075,610
5
$16.4M 9.95%
+850,605
6
$14.3M 8.7%
+381,625
7
$5.82M 3.54%
+350,000