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
$1.49B
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$38.7M
2 +$23M
3 +$16.1M
4
MEOH icon
Methanex
MEOH
+$233K

Top Sells

1 +$54.7M
2 +$34M
3 +$33.4M
4
CF icon
CF Industries
CF
+$28.4M
5
TECK icon
Teck Resources
TECK
+$23.2M

Sector Composition

1 Technology 30.44%
2 Energy 24%
3 Industrials 19.67%
4 Consumer Discretionary 14.39%
5 Materials 11.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0
27
-550,000