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
$1.03B
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$13M
2 +$9.68M
3 +$1.46M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.1M
5
SYY icon
Sysco
SYY
+$763K

Top Sells

1 +$14.2M
2 +$8.87M
3 +$8.23M
4
MSFT icon
Microsoft
MSFT
+$3.46M
5
ACN icon
Accenture
ACN
+$2.17M

Sector Composition

1 Technology 29.58%
2 Consumer Staples 21.13%
3 Industrials 16.72%
4 Healthcare 15.67%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-9,594
52
-9,015