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
$9.65B
AUM Growth
+$2.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$334M
2
+$92.1M
3
+$47.9M
4
TPR icon
Tapestry
TPR
+$44.6M
5
META icon
Meta Platforms (Facebook)
META
+$44.1M

Top Sells

1
+$452M
2
+$342M
3
+$307M
4
TEAM icon
Atlassian
TEAM
+$182M
5
HUM icon
Humana
HUM
+$32.6M

Sector Composition

1 Communication Services 33.36%
2 Industrials 32.92%
3 Consumer Discretionary 18.71%
4 Technology 11.32%
5 Healthcare 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 0.01%
+50,000
27
– –
-123,293
28
– –
-1,215,490
29
– –
-1,293,952
30
– –
-586,729
1
2