SIA

Sit Investment Associates Portfolio holdings

AUM $4.93B
1-Year Est. Return 11.64%
This Quarter Est. Return
1 Year Est. Return
+11.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.02B
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1 +$69.9M
2 +$38.4M
3 +$27.5M
4
LNC icon
Lincoln National
LNC
+$19.8M
5
CMCSA icon
Comcast
CMCSA
+$17.2M

Top Sells

1 +$21.3M
2 +$16.5M
3 +$14.8M
4
MSFT icon
Microsoft
MSFT
+$13.4M
5
TT icon
Trane Technologies
TT
+$12.1M

Sector Composition

1 Technology 11.41%
2 Healthcare 10.21%
3 Financials 9.7%
4 Industrials 9.54%
5 Consumer Discretionary 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$10K ﹤0.01%
151
527
$9K ﹤0.01%
+115
528
$9K ﹤0.01%
346
529
$8K ﹤0.01%
942
530
$8K ﹤0.01%
536
531
$7K ﹤0.01%
132
532
$7K ﹤0.01%
64
533
$6K ﹤0.01%
204
-177,247
534
$6K ﹤0.01%
796
535
$6K ﹤0.01%
97
536
$6K ﹤0.01%
329
537
$6K ﹤0.01%
266
538
$6K ﹤0.01%
416
539
$5K ﹤0.01%
60
540
$5K ﹤0.01%
41
541
$5K ﹤0.01%
165
542
$5K ﹤0.01%
304
543
$5K ﹤0.01%
79
544
$5K ﹤0.01%
709
545
$5K ﹤0.01%
196
546
$4K ﹤0.01%
47
547
$4K ﹤0.01%
726
548
$4K ﹤0.01%
126
549
$4K ﹤0.01%
87
550
$4K ﹤0.01%
224