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
$416M
AUM Growth
-$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$6.91M
2 +$6.75M
3 +$4.48M
4
ARCO icon
Arcos Dorados Holdings
ARCO
+$2.7M
5
NVST icon
Envista
NVST
+$1.38M

Top Sells

1 +$9.29M
2 +$7M
3 +$6.27M
4
REZI icon
Resideo Technologies
REZI
+$4.5M
5
DESP
Despegar.com
DESP
+$1.92M

Sector Composition

1 Financials 20.97%
2 Industrials 17.94%
3 Energy 10.35%
4 Healthcare 10.04%
5 Consumer Staples 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-258,730
77
-254,705
78
-95,784
79
-98,391