SIM

SRS Investment Management Portfolio holdings

AUM $9.5B
1-Year Est. Return 57.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+57.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.46B
AUM Growth
+$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$359M
2
+$340M
3
+$151M
4
HIMS icon
Hims & Hers Health
HIMS
+$149M
5
CVS icon
CVS Health
CVS
+$72.9M

Top Sells

1
+$140M
2
+$77.6M
3
+$72.5M
4
META icon
Meta Platforms (Facebook)
META
+$66.1M
5
VSCO icon
Victoria's Secret
VSCO
+$37M

Sector Composition

1 Communication Services 41.36%
2 Consumer Discretionary 22.05%
3 Industrials 20.43%
4 Healthcare 8.1%
5 Technology 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-893,542
27
– –
-378,162
1
2