SIM

SSI Investment Management Portfolio holdings

AUM $1.42B
1-Year Est. Return 4.23%
This Quarter Est. Return
1 Year Est. Return
+4.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1%
2 Financials 0.65%
3 Communication Services 0.52%
4 Consumer Discretionary 0.52%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-84,305
152
-20,000
153
-10,000
154
-10,000