SIP

Stoneridge Investment Partners Portfolio holdings

AUM $146M
1-Year Est. Return 8.02%
This Quarter Est. Return
1 Year Est. Return
+8.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$626M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$8.93M
3
+$7.93M
4
BFH icon
Bread Financial
BFH
+$7.54M
5
CLX icon
Clorox
CLX
+$6.22M

Top Sells

1
+$25M
2
+$11.6M
3
+$10.5M
4
CCI icon
Crown Castle
CCI
+$8.75M
5
AAPL icon
Apple
AAPL
+$6.13M

Sector Composition

1 Financials 21.68%
2 Technology 15.72%
3 Consumer Staples 11.5%
4 Healthcare 10.89%
5 Communication Services 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
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