SI

Sapience Investments Portfolio holdings

AUM $26.5M
1-Year Est. Return 7.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.9%
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 +$7.23M
2 +$6.74M
3 +$5.87M
4
LECO icon
Lincoln Electric
LECO
+$5.84M
5
BANR icon
Banner Corp
BANR
+$5.63M

Top Sells

1 +$10.9M
2 +$6.26M
3 +$5.14M
4
RGP icon
Resources Connection
RGP
+$4.51M
5
BECN
Beacon Roofing Supply, Inc.
BECN
+$4.27M

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
-398,050
102
-195,479