IP
Isthmus Partners Portfolio holdings
AUM
$451M
1-Year Est. Return
10.26%
1 Year Est. Return
+10.26%
AUM
$856M
AUM Growth
+$57.3M
(+7.2%)
Holding
228
Top Buys
| 1 | +$15.7M | |
| 2 | +$14.6M | |
| 3 | +$11.6M | |
| 4 |
Intel
INTC
|
+$2.78M |
| 5 |
United Parcel Service
UPS
|
+$2.46M |
Top Sells
| 1 | +$15.2M | |
| 2 | +$13.3M | |
| 3 | +$8.89M | |
| 4 |
McDonald's
MCD
|
+$3.27M |
| 5 |
Varex Imaging
VREX
|
+$1.78M |
Sector Composition
| 1 | Industrials | 23.76% |
| 2 | Technology | 16.48% |
| 3 | Consumer Discretionary | 15.99% |
| 4 | Financials | 14.18% |
| 5 | Healthcare | 13.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
226
Varex Imaging
VREX
$495M
| – | – |
-153,396
|
|