SI
Sensato Investors Portfolio holdings
AUM
$122M
1-Year Return
5.69%
This Quarter Return
+7.58%
1 Year Return
+5.69%
3 Year Return
+75.83%
5 Year Return
+199.52%
10 Year Return
–
AUM
$338M
AUM Growth
–
Cap. Flow
+$338M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.56%
Holding
45
New
45
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Seagate
STX
|
+$26.1M |
| 2 |
IDTI
Integrated Device Technology I
IDTI
|
+$25.1M |
| 3 |
Skyworks Solutions
SWKS
|
+$23.5M |
| 4 |
Silicon Motion
SIMO
|
+$22.3M |
| 5 |
Western Digital
WDC
|
+$21.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 63.16% |
| 2 | Healthcare | 9.51% |
| 3 | Industrials | 7.26% |
| 4 | Materials | 5.52% |
| 5 | Utilities | 1.25% |
