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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
$519M
AUM Growth
-$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$6.88M
3
+$6.79M
4
RCL icon
Royal Caribbean
RCL
+$6.25M
5
ORCL icon
Oracle
ORCL
+$4.75M

Top Sells

1
+$7.85M
2
+$7.47M
3
+$7.32M
4
FAST icon
Fastenal
FAST
+$7.21M
5
MOS icon
The Mosaic Company
MOS
+$6.97M

Sector Composition

1 Financials 21.94%
2 Technology 17.88%
3 Consumer Discretionary 12.56%
4 Communication Services 10.03%
5 Healthcare 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
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