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
$411M
AUM Growth
+$77.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$9.97M
2
+$8.8M
3
+$8.77M
4
BMO icon
Bank of Montreal
BMO
+$8.58M
5
CI icon
Cigna
CI
+$8.41M

Top Sells

1
+$26.6M
2
+$8.72M
3
+$8.28M
4
JNJ icon
Johnson & Johnson
JNJ
+$7.78M
5
CSCO icon
Cisco
CSCO
+$7.73M

Sector Composition

1 Financials 20.96%
2 Healthcare 15.11%
3 Technology 14.74%
4 Industrials 13.42%
5 Consumer Discretionary 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
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