SIM

Spark Investment Management Portfolio holdings

AUM $40.2M
1-Year Est. Return 77.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+77.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$853M
AUM Growth
+$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$6.71M
3
+$5.79M
4
WBT
Welbilt, Inc.
WBT
+$5.17M
5
MMM icon
3M
MMM
+$4.49M

Top Sells

1
+$17.1M
2
+$13M
3
+$8.34M
4
SNBR icon
Sleep Number
SNBR
+$7.05M
5
DAY
Dayforce
DAY
+$6.39M

Sector Composition

1 Healthcare 16.33%
2 Technology 15.97%
3 Consumer Discretionary 14.25%
4 Industrials 12.96%
5 Financials 12.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.19M 0.14%
31,135
+14,000
202
$1.18M 0.14%
+7,700
203
$1.18M 0.14%
158,100
+108,900
204
$1.18M 0.14%
120,811
-51,089
205
$1.18M 0.14%
+6,100
206
$1.16M 0.14%
+109,000
207
$1.15M 0.13%
+15,680
208
$1.15M 0.13%
+3,900
209
$1.14M 0.13%
+31,600
210
$1.14M 0.13%
46,000
211
$1.14M 0.13%
+10,400
212
$1.14M 0.13%
+3,300
213
$1.14M 0.13%
+18,600
214
$1.13M 0.13%
+8,100
215
$1.13M 0.13%
+29,400
216
$1.13M 0.13%
+16,100
217
$1.13M 0.13%
62,247
218
$1.13M 0.13%
+24,900
219
$1.13M 0.13%
+12,578
220
$1.12M 0.13%
+17,700
221
$1.12M 0.13%
+61,600
222
$1.11M 0.13%
+9,100
223
$1.11M 0.13%
9,700
224
$1.1M 0.13%
+48,410
225
$1.1M 0.13%
35,100
-20,500
7 8
9
10 11