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SIP

Stoneridge Investment Partners Portfolio holdings

AUM $138M
1-Year Est. Return 7.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.66%
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
+$17.3M
2
+$8.46M
3
+$7.98M
4
ABT icon
Abbott
ABT
+$7.08M
5
MDT icon
Medtronic
MDT
+$7.03M

Top Sells

1
+$10.2M
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 14.38%
3 Healthcare 14.23%
4 Industrials 12.47%
5 Consumer Discretionary 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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-4,564
352
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-17,992
353
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-8,776
354
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-45,516
355
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-35,446
356
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-28,761
357
– –
-35,704
358
– –
-28,120
359
– –
-87,267
360
– –
-266,497
361
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-31,559
362
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-50,658
363
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-4,867
364
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-159,354
365
– –
-82,060
366
– –
-32,832
367
– –
-31,123
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