SRA

Summit Rock Advisors Portfolio holdings

AUM $355K
1-Year Est. Return 15.32%
This Quarter Est. Return
1 Year Est. Return
+15.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$127M

Top Sells

1 +$93.2M
2 +$14.3M
3 +$9.11M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$127M 58.46%
+3,084,575
2
$48.8M 22.51%
467,237
-136,783
3
$41.3M 19.04%
492,472
-108,669
4
-1,796,570