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
$364M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$6.92M
2 +$2.41M
3 +$2.36M
4
AIG icon
American International
AIG
+$1.98M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.76M

Top Sells

1 +$4.68M
2 +$3.05M
3 +$2.69M
4
AGCO icon
AGCO
AGCO
+$2.27M
5
LLY icon
Eli Lilly
LLY
+$2.21M

Sector Composition

1 Financials 19.53%
2 Energy 17.9%
3 Technology 7.68%
4 Communication Services 5.41%
5 Utilities 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-35,292
152
-165,300