SIG

Senator Investment Group Portfolio holdings

AUM $2.45B
1-Year Est. Return 51.25%
This Quarter Est. Return
1 Year Est. Return
+51.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.25B
AUM Growth
-$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$331M
2
+$151M
3
+$133M
4
GLD icon
SPDR Gold Trust
GLD
+$126M
5
MCK icon
McKesson
MCK
+$112M

Top Sells

1
+$655M
2
+$445M
3
+$220M
4
DFS
Discover Financial Services
DFS
+$204M
5
AAPL icon
Apple
AAPL
+$163M

Sector Composition

1 Consumer Discretionary 21.23%
2 Communication Services 16.22%
3 Healthcare 13.64%
4 Consumer Staples 11.15%
5 Financials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.91M 0.03%
+175,000
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