SIP

Stoneridge Investment Partners Portfolio holdings

AUM $144M
1-Year Est. Return 7.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$690M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$8.96M
3
+$8.58M
4
TPR icon
Tapestry
TPR
+$6.04M
5
COTY icon
Coty
COTY
+$5.69M

Top Sells

1
+$9.7M
2
+$6.74M
3
+$6.34M
4
CI icon
Cigna
CI
+$4.77M
5
JPM icon
JPMorgan Chase
JPM
+$4.71M

Sector Composition

1 Healthcare 14.65%
2 Financials 14.42%
3 Technology 14.14%
4 Consumer Discretionary 12.17%
5 Industrials 11.43%
Name Market Value Portfolio Weight Shares or Principal Change
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