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
$1.35B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$43.7M
2 +$33.2M
3 +$29.7M
4
AGN
Allergan plc
AGN
+$24.4M
5
CDNS icon
Cadence Design Systems
CDNS
+$17.4M

Top Sells

1 +$15.5M
2 +$13.5M
3 +$11.4M
4
ESS icon
Essex Property Trust
ESS
+$11.4M
5
SKT icon
Tanger
SKT
+$9.17M

Sector Composition

1 Technology 24.26%
2 Consumer Discretionary 22.12%
3 Real Estate 21.25%
4 Healthcare 16.56%
5 Communication Services 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-672,377