SIA

Sit Investment Associates Portfolio holdings

AUM $4.93B
1-Year Est. Return 11.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.11B
AUM Growth
-$791M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$15.5M
3
+$13.8M
4
WIW
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
+$13.6M
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$12.9M

Top Sells

1
+$22.4M
2
+$21M
3
+$17.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$17M
5
BAC icon
Bank of America
BAC
+$16.5M

Sector Composition

1 Technology 10.69%
2 Healthcare 10.55%
3 Financials 8.84%
4 Industrials 8.15%
5 Consumer Discretionary 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
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