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
$263M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$4.39M
3
+$3.9M
4
HPE icon
Hewlett Packard
HPE
+$3.49M
5
ROK icon
Rockwell Automation
ROK
+$3.24M

Top Sells

1
+$6.13M
2
+$5M
3
+$3.69M
4
WFC icon
Wells Fargo
WFC
+$3.57M
5
AMAT icon
Applied Materials
AMAT
+$3.13M

Sector Composition

1 Technology 31.79%
2 Healthcare 11.84%
3 Financials 10.42%
4 Industrials 10.16%
5 Consumer Discretionary 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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