SI

Sentry Investments Portfolio holdings

AUM $6.64B
1-Year Est. Return 3.84%
This Quarter Est. Return
1 Year Est. Return
+3.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.26M
AUM Growth
-$453K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$60.8K
2
+$49.4K
3
+$27.9K
4
EQR icon
Equity Residential
EQR
+$27.8K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$25.2K

Top Sells

1
+$86.2K
2
+$78.7K
3
+$58.8K
4
BDX icon
Becton Dickinson
BDX
+$54K
5
PM icon
Philip Morris
PM
+$49.3K

Sector Composition

1 Industrials 21.51%
2 Financials 14.62%
3 Healthcare 12.45%
4 Communication Services 9.46%
5 Technology 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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