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
$597M
AUM Growth
-$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$8.83M
3
+$8.04M
4
ORCL icon
Oracle
ORCL
+$7.67M
5
MO icon
Altria Group
MO
+$7.47M

Top Sells

1
+$9.28M
2
+$9.01M
3
+$8.59M
4
NWL icon
Newell Brands
NWL
+$8.07M
5
HPE icon
Hewlett Packard
HPE
+$8.06M

Sector Composition

1 Financials 23.01%
2 Technology 17.43%
3 Consumer Discretionary 9.99%
4 Healthcare 9.84%
5 Communication Services 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
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