SI

Standard Investments Portfolio holdings

AUM $1.95B
1-Year Est. Return 8.38%
This Quarter Est. Return
1 Year Est. Return
+8.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.9B
AUM Growth
-$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$41.8M
2 +$14.8M
3 +$13M
4
EVCM icon
EverCommerce
EVCM
+$1.86M

Top Sells

1 +$140M
2 +$132M
3 +$89.8M
4
PWR icon
Quanta Services
PWR
+$75.5M
5
WCC icon
WESCO International
WCC
+$24.4M

Sector Composition

1 Materials 32.27%
2 Technology 24.02%
3 Industrials 19.17%
4 Consumer Discretionary 15.1%
5 Energy 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-140,000
27
-250,000