We are live on
!
Find out more
SM
Sunriver Management Portfolio holdings
AUM
$591M
1-Year Est. Return
2.74%
This Fund
S&P 500
1 Year Est. Return
-2.74%
AUM
$591M
AUM Growth
-$363M
(-38%)
Holding
27
Top Buys
| 1 | +$53.8M | |
| 2 | +$29.5M | |
| 3 | +$25.9M | |
| 4 |
CAE Inc
CAE
|
+$25.6M |
| 5 |
SS&C Technologies
SSNC
|
+$12.8M |
Top Sells
| 1 | +$57.3M | |
| 2 | +$52.1M | |
| 3 | +$50M | |
| 4 |
Sysco
SYY
|
+$48.1M |
| 5 |
N-able
NABL
|
+$45.9M |
Sector Composition
| 1 | Industrials | 44.87% |
| 2 | Technology | 31.35% |
| 3 | Consumer Discretionary | 10.5% |
| 4 | Consumer Staples | 5% |
| 5 | Communication Services | 4.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Rentokil
RTO
$15.2B
| – | – |
-1,697,919
|
|
||
|
27
Sysco
SYY
$38.1B
| – | – |
-652,768
|
|