SI

Sapience Investments Portfolio holdings

AUM $150M
1-Year Est. Return 13.25%
This Quarter Est. Return
1 Year Est. Return
+13.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$842M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$5.16M
3
+$5.08M
4
ATI icon
ATI
ATI
+$4.81M
5
HPP
Hudson Pacific Properties
HPP
+$4.71M

Top Sells

1
+$7.35M
2
+$2.8M
3
+$2.34M
4
LECO icon
Lincoln Electric
LECO
+$1.91M
5
CPRI icon
Capri Holdings
CPRI
+$1.8M

Sector Composition

1 Financials 24.53%
2 Industrials 15.25%
3 Consumer Discretionary 13.32%
4 Healthcare 8.49%
5 Technology 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.1M 1.56%
309,160
+23,210
27
$13.1M 1.56%
305,260
+24,970
28
$13.1M 1.56%
328,640
+25,800
29
$13M 1.54%
419,144
-75,525
30
$12.6M 1.5%
305,405
+25,010
31
$12.5M 1.48%
167,375
+32,465
32
$12.5M 1.48%
238,486
+19,510
33
$12.4M 1.48%
120,402
-8,168
34
$12.4M 1.48%
151,380
+12,460
35
$12.2M 1.44%
177,605
+15,945
36
$12.1M 1.44%
542,630
+144,890
37
$12.1M 1.43%
459,450
+179,450
38
$12.1M 1.43%
724,735
+289,250
39
$11.9M 1.41%
248,176
+22,590
40
$11.7M 1.39%
183,085
+14,960
41
$11.7M 1.39%
210,925
+50,300
42
$11.6M 1.38%
280,160
+22,920
43
$11.6M 1.38%
245,808
+20,050
44
$11.6M 1.37%
236,280
+19,330
45
$10.8M 1.28%
255,530
+66,570
46
$10.6M 1.26%
601,163
+51,160
47
$10M 1.19%
344,260
+28,440
48
$9.96M 1.18%
828,355
-91,550
49
$9.96M 1.18%
212,845
+17,990
50
$9.94M 1.18%
386,949
+31,990
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