IP

Isthmus Partners Portfolio holdings

AUM $451M
1-Year Est. Return 10.26%
This Quarter Est. Return
1 Year Est. Return
+10.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
-$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$4.67M
3
+$4.12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.33M
5
ZBRA icon
Zebra Technologies
ZBRA
+$1.36M

Top Sells

1
+$8.78M
2
+$2.41M
3
+$2.14M
4
HBI
Hanesbrands
HBI
+$2.03M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$2.02M

Sector Composition

1 Technology 19.77%
2 Industrials 18.34%
3 Healthcare 17.8%
4 Consumer Discretionary 11.3%
5 Financials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
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