ST

Sentinel Trust Portfolio holdings

AUM $921M
1-Year Est. Return 23%
This Quarter Est. Return
1 Year Est. Return
+23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$704M
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$9.2M
2 +$6.77M
3 +$5.55M
4
KO icon
Coca-Cola
KO
+$5.28M
5
SPGI icon
S&P Global
SPGI
+$4.3M

Top Sells

1 +$8.48M
2 +$5.53M
3 +$5.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.28M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.01M

Sector Composition

1 Technology 5.55%
2 Energy 2.63%
3 Financials 2.61%
4 Consumer Staples 2.58%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,474
127
-4,618
128
-5,418