SM

Sunriver Management Portfolio holdings

AUM $920M
1-Year Est. Return 2.63%
This Quarter Est. Return
1 Year Est. Return
+2.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$920M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$45.8M
2 +$43.5M
3 +$31.6M
4
CBZ icon
CBIZ
CBZ
+$31.6M
5
BOX icon
Box
BOX
+$11.6M

Top Sells

1 +$47.2M
2 +$45M
3 +$41.4M
4
WTW icon
Willis Towers Watson
WTW
+$24M
5
KAR icon
Openlane
KAR
+$22.3M

Sector Composition

1 Technology 33.65%
2 Industrials 32.89%
3 Consumer Staples 14.21%
4 Communication Services 9.85%
5 Healthcare 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FIS icon
26
Fidelity National Information Services
FIS
$34.5B
-552,375