SC

Sapient Capital Portfolio holdings

AUM $6.5B
1-Year Est. Return 57.22%
This Quarter Est. Return
1 Year Est. Return
+57.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.98B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1 +$25.2M
2 +$11.4M
3 +$10.4M
4
PM icon
Philip Morris
PM
+$9.57M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$9.1M

Top Sells

1 +$181M
2 +$12.2M
3 +$11.6M
4
MO icon
Altria Group
MO
+$10.3M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$8.61M

Sector Composition

1 Healthcare 29.58%
2 Technology 20.92%
3 Communication Services 10.85%
4 Financials 8.54%
5 Consumer Discretionary 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-1,171
402
-60,900