SIA

Sit Investment Associates Portfolio holdings

AUM $4.68B
1-Year Est. Return 11.55%
This Quarter Est. Return
1 Year Est. Return
+11.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.04B
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1 +$25.1M
2 +$22.6M
3 +$17.1M
4
MMC icon
Marsh & McLennan
MMC
+$16.7M
5
GLO
Clough Global Opportunities Fund
GLO
+$15.4M

Top Sells

1 +$29.5M
2 +$20.3M
3 +$19.4M
4
SLB icon
SLB Limited
SLB
+$16.6M
5
ZBH icon
Zimmer Biomet
ZBH
+$15.7M

Sector Composition

1 Technology 11.28%
2 Healthcare 10.66%
3 Industrials 10.07%
4 Financials 9.55%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
-3,325
602
-13,865
603
-26,500
604
-45,400
605
-91,700
606
-132,660
607
-48,000
608
-11,000
609
-468,651