SIM

Sentry Investment Management Portfolio holdings

AUM $181M
1-Year Est. Return 23.76%
This Quarter Est. Return
1 Year Est. Return
+23.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.29B
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1 +$4.68M
2 +$3.16M
3 +$2.09M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.81M
5
AMZN icon
Amazon
AMZN
+$1.51M

Sector Composition

1 Healthcare 10.48%
2 Financials 10.08%
3 Technology 9.79%
4 Communication Services 7.22%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$676K 0.03%
9,336
-1,460
402
$674K 0.03%
7,962
403
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12,425
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404
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18,688
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405
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406
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407
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19,706
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408
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409
$658K 0.03%
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410
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4,313
411
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25,912
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412
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27,681
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413
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415
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416
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419
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12,420
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7,029
421
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19,570
422
$605K 0.03%
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423
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14,690
424
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21,471
425
$601K 0.03%
24,570