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
$429M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M
2 +$14.8M
3 +$12.8M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
CHKP icon
Check Point Software Technologies
CHKP
+$9.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.76%
2 Financials 18.59%
3 Healthcare 12.23%
4 Consumer Staples 10.11%
5 Energy 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$48K 0.01%
+20,539
202
$47K 0.01%
+15,400
203
$40K 0.01%
+425
204
$17K ﹤0.01%
+1,212