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
$997M
AUM Growth
-$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$14.6M
2 +$4.14M
3 +$3.83M
4
WMT icon
Walmart
WMT
+$3.63M
5
RTX icon
RTX Corp
RTX
+$3.57M

Top Sells

1 +$21.2M
2 +$12.4M
3 +$8.96M
4
MDT icon
Medtronic
MDT
+$6.05M
5
NKE icon
Nike
NKE
+$5.96M

Sector Composition

1 Technology 31.09%
2 Consumer Staples 19.88%
3 Industrials 17.14%
4 Healthcare 15.02%
5 Consumer Discretionary 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-7,351
52
-9,535
53
-5,000
54
-221,430
55
-5,950