SSA

South Street Advisors Portfolio holdings

AUM $674M
1-Year Est. Return 27.87%
This Quarter Est. Return
1 Year Est. Return
+27.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$528M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$10.3M
3 +$8.41M
4
DEN
Denbury Inc.
DEN
+$863K
5
SEDG icon
SolarEdge
SEDG
+$96K

Top Sells

1 +$18.7M
2 +$13.2M
3 +$11.3M
4
BX icon
Blackstone
BX
+$512K
5
NVDA icon
NVIDIA
NVDA
+$511K

Sector Composition

1 Technology 28.81%
2 Industrials 13.59%
3 Consumer Discretionary 12.98%
4 Financials 12.62%
5 Communication Services 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-600