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
$597M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$3.53M
2 +$2.42M
3 +$1.21M
4
UIS icon
Unisys
UIS
+$1.09M
5
PRTS icon
CarParts.com
PRTS
+$844K

Top Sells

1 +$2.78M
2 +$1.73M
3 +$1.33M
4
KMB icon
Kimberly-Clark
KMB
+$1.24M
5
AAPL icon
Apple
AAPL
+$1.17M

Sector Composition

1 Industrials 21.41%
2 Consumer Discretionary 17.98%
3 Technology 15.3%
4 Financials 11.42%
5 Healthcare 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-188,010
152
-43,463
153
-9,903