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
$735M
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$8.2M
3
+$7.63M
4
ABT icon
Abbott
ABT
+$6.86M
5
MDT icon
Medtronic
MDT
+$6.38M

Top Sells

1
+$10.9M
2
+$7.84M
3
+$5.59M
4
CCI icon
Crown Castle
CCI
+$5.41M
5
DIS icon
Walt Disney
DIS
+$5.03M

Sector Composition

1 Financials 16.98%
2 Technology 14.51%
3 Healthcare 14.23%
4 Industrials 12.12%
5 Consumer Discretionary 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
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