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
$243M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1 +$535K
2 +$515K
3 +$505K
4
XRAY icon
Dentsply Sirona
XRAY
+$501K
5
RGLD icon
Royal Gold
RGLD
+$497K

Top Sells

1 +$1.38M
2 +$1.15M
3 +$756K
4
WMT icon
Walmart
WMT
+$736K
5
EMR icon
Emerson Electric
EMR
+$602K

Sector Composition

1 Technology 25.71%
2 Healthcare 15.38%
3 Financials 11.4%
4 Consumer Discretionary 9.9%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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