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
$233M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1 +$1.13M
2 +$584K
3 +$522K
4
WDAY icon
Workday
WDAY
+$521K
5
EXAS icon
Exact Sciences
EXAS
+$512K

Top Sells

1 +$694K
2 +$606K
3 +$537K
4
NKE icon
Nike
NKE
+$516K
5
PG icon
Procter & Gamble
PG
+$515K

Sector Composition

1 Technology 30.55%
2 Healthcare 13.02%
3 Financials 11.46%
4 Consumer Discretionary 10.46%
5 Industrials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-1,894
527
-4,170
528
-293
529
-3,176
530
-871
531
-1,047
532
-4,144