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
$739M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$26.6M
2 +$23.5M
3 +$12.5M
4
WFT
Weatherford International plc
WFT
+$10.7M
5
ACHC icon
Acadia Healthcare
ACHC
+$10.3M

Top Sells

1 +$13.7M
2 +$8.9M
3 +$8.79M
4
EPAC icon
Enerpac Tool Group
EPAC
+$8.2M
5
HAIN icon
Hain Celestial
HAIN
+$8.19M

Sector Composition

1 Financials 22.55%
2 Consumer Discretionary 12.91%
3 Industrials 12.11%
4 Healthcare 12.08%
5 Energy 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-28,365
77
-250,270
78
-320,175
79
-198,925
80
-185,575
81
-155,785
82
-230,790
83
-118,019
84
-37,660