IP

Isthmus Partners Portfolio holdings

AUM $856M
1-Year Est. Return 17.06%
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1 +$7.28M
2 +$7.03M
3 +$6.99M
4
ESRX
Express Scripts Holding Company
ESRX
+$6.88M
5
SLB icon
SLB Limited
SLB
+$6.84M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 21.84%
2 Industrials 17.25%
3 Technology 13.21%
4 Financials 11.47%
5 Consumer Staples 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$0 ﹤0.01%
+11