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
$1.08B
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$2.12M
2 +$1.9M
3 +$1.88M
4
SYY icon
Sysco
SYY
+$1.86M
5
AAPL icon
Apple
AAPL
+$1.59M

Top Sells

1 +$6.1M
2 +$2.91M
3 +$2.66M
4
ADP icon
Automatic Data Processing
ADP
+$2.66M
5
IBM icon
IBM
IBM
+$2.49M

Sector Composition

1 Technology 28.81%
2 Healthcare 20.58%
3 Consumer Staples 18.3%
4 Industrials 14.75%
5 Consumer Discretionary 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$236K 0.02%
2,840
52
$236K 0.02%
4,600
-400
53
$236K 0.02%
5,950
54
$229K 0.02%
2,040
55
$226K 0.02%
1