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
$853M
AUM Growth
+$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1 +$19.4M
2 +$18.9M
3 +$16.8M
4
LOW icon
Lowe's Companies
LOW
+$9.92M
5
GT icon
Goodyear
GT
+$8.52M

Top Sells

1 +$23.3M
2 +$11.7M
3 +$10.4M
4
KSS icon
Kohl's
KSS
+$10.4M
5
BLK icon
Blackrock
BLK
+$8.74M

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
in Stake
Capital Flow
326
-124,686
327
-152,147