IAM

Integre Asset Management Portfolio holdings

AUM $177M
1-Year Est. Return 32.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$505M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$12.2M
3
+$11.7M
4
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$11.6M
5
AXP icon
American Express
AXP
+$10.7M

Top Sells

1
+$13.5M
2
+$12.6M
3
+$10.2M
4
MDLZ icon
Mondelez International
MDLZ
+$9.5M
5
TGI
Triumph Group
TGI
+$9.11M

Sector Composition

1 Consumer Discretionary 18.18%
2 Industrials 17.77%
3 Technology 13.72%
4 Financials 12.55%
5 Healthcare 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
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