SI
Standard Investments Portfolio holdings
AUM $1.64B
This Quarter Return
-2.86%
1 Year Return
-0.29%
3 Year Return
+38.58%
5 Year Return
+200.06%
10 Year Return
+147.96%
AUM
$1.64B
AUM Growth
-$150M (-8%)
Cap. Flow
-$100M
Cap. Flow % of AUM
-6.09%
Top 10 Holdings %Top 10 Hldgs %
100%
Holding
16
New
–
Increased
5
Reduced
–
Closed
5
Top Buys
1 | $104M | |
2 | $58.9M | |
3 | $46.6M | |
4 | $43.5M | |
5 | $20.2M |
Top Sells
1 | $110M | |
2 | $95.9M | |
3 | $83.7M | |
4 | $60.9M | |
5 | $22.8M |
Sector Composition
1 | Technology | 55.56% |
2 | Energy | 24.42% |
3 | Consumer Discretionary | 10.08% |
4 | Utilities | 9.89% |
5 | Healthcare | 0% |