SIP

Stoneridge Investment Partners Portfolio holdings

AUM $146M
1-Year Est. Return 8.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$853M
AUM Growth
+$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$16.5M
3
+$14.8M
4
LOW icon
Lowe's Companies
LOW
+$10.3M
5
GT icon
Goodyear
GT
+$8.83M

Top Sells

1
+$23.3M
2
+$11.7M
3
+$10.4M
4
WFM
Whole Foods Market Inc
WFM
+$10.1M
5
PCYC
PHARMACYCLICS INC
PCYC
+$9.25M

Sector Composition

1 Financials 16.78%
2 Technology 13.95%
3 Consumer Discretionary 13.38%
4 Healthcare 13.21%
5 Industrials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
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