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
$2.67B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$9.76M
3 +$9.35M
4
DD icon
DuPont de Nemours
DD
+$6.88M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.95M

Top Sells

1 +$7.3M
2 +$5.54M
3 +$4.13M
4
WPM icon
Wheaton Precious Metals
WPM
+$2.4M
5
AVB icon
AvalonBay Communities
AVB
+$1.9M

Sector Composition

1 Financials 11.07%
2 Healthcare 10.15%
3 Technology 9.53%
4 Communication Services 7.03%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-50,543