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
$544M
AUM Growth
+$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$7.59M
2 +$7.58M
3 +$6.23M
4
LECO icon
Lincoln Electric
LECO
+$6.23M
5
BANR icon
Banner Corp
BANR
+$6.01M

Top Sells

1 +$11.1M
2 +$6.26M
3 +$5.14M
4
BECN
Beacon Roofing Supply, Inc.
BECN
+$5.04M
5
REZI icon
Resideo Technologies
REZI
+$5M

Sector Composition

1 Financials 19.64%
2 Industrials 16.15%
3 Consumer Discretionary 15.37%
4 Technology 11.39%
5 Healthcare 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-138,005
102
-398,050