SIM

SRS Investment Management Portfolio holdings

AUM $7.46B
This Quarter Return
-1.54%
1 Year Return
+16.01%
3 Year Return
+26.8%
5 Year Return
+442.98%
10 Year Return
+1,626.44%
AUM
$7.46B
AUM Growth
+$420M
Cap. Flow
+$663M
Cap. Flow %
8.89%
Top 10 Hldgs %
86.03%
Holding
27
New
7
Increased
3
Reduced
3
Closed
4

Sector Composition

1Communication Services41.36%
2Consumer Discretionary22.05%
3Industrials20.43%
4Technology8.06%
5Healthcare6.52%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-893,542
Closed
-$37M
-285,837
Closed
-$17M