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
$810M
AUM Growth
-$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$37.4M
2 +$30.1M
3 +$25.8M
4
DV icon
DoubleVerify
DV
+$22.5M
5
RTO icon
Rentokil
RTO
+$21.9M

Top Sells

1 +$65.5M
2 +$40.6M
3 +$32.2M
4
FISV
Fiserv Inc
FISV
+$26.6M
5
WTW icon
Willis Towers Watson
WTW
+$23.3M

Sector Composition

1 Technology 49.15%
2 Industrials 18.35%
3 Communication Services 10.9%
4 Consumer Staples 9.47%
5 Consumer Discretionary 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-536,237