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
$636M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$10.5M
3
+$9.45M
4
NWL icon
Newell Brands
NWL
+$8.36M
5
WY icon
Weyerhaeuser
WY
+$7.52M

Top Sells

1
+$20M
2
+$8.9M
3
+$8.86M
4
TSN icon
Tyson Foods
TSN
+$8.58M
5
NCLH icon
Norwegian Cruise Line
NCLH
+$5.87M

Sector Composition

1 Financials 19.76%
2 Technology 12.98%
3 Healthcare 12.94%
4 Consumer Staples 11.54%
5 Communication Services 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
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