SIS

Sandell Investment Services Portfolio holdings

AUM $23.2M
1-Year Est. Return 16.34%
This Quarter Est. Return
1 Year Est. Return
+16.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$9.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$6.54M
2 +$4.53M
3 +$4.16M
4
MTOR
MERITOR, Inc.
MTOR
+$3.9M
5
HES
Hess
HES
+$3.73M

Top Sells

1 +$12.2M
2 +$5.57M
3 +$5.49M
4
PSX icon
Phillips 66
PSX
+$4.25M
5
CPRT icon
Copart
CPRT
+$3.17M

Sector Composition

1 Consumer Discretionary 32.65%
2 Real Estate 15.12%
3 Industrials 14.5%
4 Energy 13.51%
5 Materials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-10,060
27
-56,820
28
-153,560
29
-646,089
30
-11,620