SI
Standard Investments Portfolio holdings
AUM
$1.95B
1-Year Return
8.38%
This Quarter Return
-16.27%
1 Year Return
+8.38%
3 Year Return
+80.57%
5 Year Return
+149.53%
10 Year Return
+179.58%
AUM
$2.68B
AUM Growth
-$943M
(-26%)
Cap. Flow
-$426M
Cap. Flow
% of AUM
-15.89%
Top 10 Holdings %
Top 10 Hldgs %
85.83%
Holding
35
New
3
Increased
6
Reduced
3
Closed
4
Top Buys
| 1 |
Amazon
AMZN
|
$133M |
| 2 |
Shell
SHEL
|
$40.5M |
| 3 |
Rivian
RIVN
|
$32.8M |
| 4 |
Methanex
MEOH
|
$21.6M |
| 5 |
Teck Resources
TECK
|
$16.8M |
Top Sells
| 1 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
$514M |
| 2 |
LyondellBasell Industries
LYB
|
$75.1M |
| 3 |
Flex
FLEX
|
$49.8M |
| 4 |
Wabtec
WAB
|
$48.9M |
| 5 |
Clarivate
CLVT
|
$4.18M |
Sector Composition
| 1 | Technology | 24.82% |
| 2 | Consumer Discretionary | 23.48% |
| 3 | Industrials | 19.46% |
| 4 | Materials | 18.06% |
| 5 | Energy | 4.34% |
