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
$735M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1 +$9.44M
2 +$2.35M
3 +$2.26M
4
UNH icon
UnitedHealth
UNH
+$2.16M
5
PLTR icon
Palantir
PLTR
+$1.53M

Sector Composition

1 Technology 6.48%
2 Healthcare 2.85%
3 Energy 2.8%
4 Consumer Staples 2.77%
5 Financials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-12,900
127
-2,034
128
-1,152
129
-7,607