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
$1.99B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1 +$25.1M
2 +$6.09M
3 +$5.66M
4
C icon
Citigroup
C
+$5.56M
5
WFC icon
Wells Fargo
WFC
+$5.22M

Top Sells

1 +$18.7M
2 +$9.65M
3 +$5.77M
4
HD icon
Home Depot
HD
+$5.42M
5
AAPL icon
Apple
AAPL
+$5.41M

Sector Composition

1 Technology 22.75%
2 Healthcare 13.55%
3 Financials 13.06%
4 Communication Services 11.09%
5 Consumer Discretionary 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-869
452
-14,066
453
-2,009
454
-22,997
455
-3,487
456
-814
457
-22,806