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
$1.64B
AUM Growth
+$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$5.26M
3
+$4.44M
4
FCX icon
Freeport-McMoran
FCX
+$4.28M
5
AG icon
First Majestic Silver
AG
+$4.21M

Top Sells

1
+$19.8M
2
+$12.8M
3
+$9.58M
4
AAPL icon
Apple
AAPL
+$6.41M
5
PH icon
Parker-Hannifin
PH
+$4.41M

Sector Composition

1 Technology 22.43%
2 Healthcare 14.93%
3 Financials 13.11%
4 Communication Services 10.92%
5 Consumer Discretionary 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
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