SRIM
Saratoga Research & Investment Management Portfolio holdings
AUM $1.89B
AUM
$1.89B
AUM Growth
-$88.4M (-4%)
Cap. Flow
-$55.4M
Cap. Flow % of AUM
-2.93%
Top 10 Holdings %Top 10 Hldgs %
59.31%
Holding
45
New
1
Increased
10
Reduced
27
Closed
1
Top Buys
1 | $52.3M | |
2 | $13.6M | |
3 | $10.4M | |
4 | $9.74M | |
5 | $6.29M |
Top Sells
1 | $66.5M | |
2 | $17.2M | |
3 | $17M | |
4 | $10.7M | |
5 | $7.09M |
Sector Composition
1 | Technology | 20.74% |
2 | Healthcare | 16.73% |
3 | Consumer Staples | 14.66% |
4 | Communication Services | 13.96% |
5 | Financials | 10.92% |