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
$1.66B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.97%
2 Financials 0.56%
3 Communication Services 0.49%
4 Consumer Discretionary 0.46%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-715
152
-8,565
153
-551
154
-3,741
155
-4,054
156
-1,475
157
-9,030