IP
Isthmus Partners Portfolio holdings
AUM
$451M
1-Year Est. Return
10.26%
1 Year Est. Return
+10.26%
AUM
$451M
AUM Growth
-$405M
(-47%)
Holding
228
Top Buys
| 1 | +$13.6M | |
| 2 | +$2.35M | |
| 3 | +$1.24M | |
| 4 |
Option Care Health
OPCH
|
+$854K |
| 5 |
Minerals Technologies
MTX
|
+$838K |
Top Sells
| 1 | +$17.2M | |
| 2 | +$16.8M | |
| 3 | +$3.86M | |
| 4 |
SHYF
The Shyft Group
SHYF
|
+$2.53M |
| 5 |
Caterpillar
CAT
|
+$1.89M |
Sector Composition
| 1 | Industrials | 24.89% |
| 2 | Healthcare | 16.06% |
| 3 | Consumer Discretionary | 15.08% |
| 4 | Technology | 12.96% |
| 5 | Consumer Staples | 10.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Advanced Drainage Systems
WMS
$11.3B
| – | – |
-2,875
|
|