SRIM

Saratoga Research & Investment Management Portfolio holdings

AUM $1.87B
1-Year Est. Return 13.17%
This Quarter Est. Return
1 Year Est. Return
+13.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$7.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$18.1M
2 +$3.17M
3 +$3.13M
4
SYY icon
Sysco
SYY
+$3.1M
5
AAPL icon
Apple
AAPL
+$2.97M

Top Sells

1 +$20.4M
2 +$3.88M
3 +$2.65M
4
MDT icon
Medtronic
MDT
+$2.58M
5
NVO icon
Novo Nordisk
NVO
+$2.01M

Sector Composition

1 Technology 29.16%
2 Healthcare 20.55%
3 Consumer Staples 18.29%
4 Industrials 13.93%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$240K 0.02%
2,840
52
$207K 0.02%
+1
53
-1,933
54
-174,706
55
-2,066
56
-2,377