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SICM
Sustainable Insight Capital Management Portfolio holdings
AUM
$298M
1-Year Est. Return
20.03%
This Fund
S&P 500
1 Year Est. Return
+20.03%
AUM
$298M
AUM Growth
-$1.81M
(-0.61%)
Holding
94
Top Buys
| 1 | +$8.8M | |
| 2 | +$8.26M | |
| 3 | +$5.04M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$3.9M |
| 5 |
Ferrari
RACE
|
+$3.65M |
Top Sells
| 1 | +$9.1M | |
| 2 | +$8.27M | |
| 3 | +$6.44M | |
| 4 |
Palantir
PLTR
|
+$5.29M |
| 5 |
Wells Fargo
WFC
|
+$3.81M |
Sector Composition
| 1 | Technology | 40.96% |
| 2 | Consumer Discretionary | 12.58% |
| 3 | Financials | 11.22% |
| 4 | Communication Services | 10.6% |
| 5 | Healthcare | 8.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Walmart Inc
WMT
$963B
| $2.84M | 0.96% |
22,891
+10,000
|
|
||
27
Allstate
ALL
$57.1B
| $2.53M | 0.85% |
12,184
-5,900
|
|
||
28
Hartford Financial Services
HIG
$35.5B
| $2.52M | 0.85% |
18,610
-8,800
|
|
||
29
Arch Capital
ACGL
$32B
| $2.49M | 0.84% |
+25,976
|
|
||
30
Willis Towers Watson
WTW
$24.8B
| $2.47M | 0.83% |
+8,482
|
|
||
31
Globe Life
GL
$12.9B
| $2.46M | 0.83% |
+17,700
|
|
||
32
Parker-Hannifin
PH
$114B
| $2.15M | 0.72% |
2,405
+560
|
|
||
33
Wynn Resorts
WYNN
$11.1B
| $2.05M | 0.69% |
20,200
-9,100
|
|
||
34
Johnson Controls International
JCI
$88.4B
| $2.03M | 0.68% |
+15,494
|
|
||
35
CSX Corp
CSX
$88.4B
| $1.99M | 0.67% |
48,557
+4,000
|
|
||
36
General Dynamics
GD
$97.4B
| $1.96M | 0.66% |
5,720
+994
|
|
||
37
Dover
DOV
$29.3B
| $1.84M | 0.62% |
8,807
+700
|
|
||
38
C.H. Robinson
CHRW
$22.8B
| $1.8M | 0.6% |
10,832
+900
|
|
||
39
Lam Research
LRCX
$459B
| $1.38M | 0.46% |
6,465
+600
|
|
||
40
Monster Beverage
MNST
$90.8B
| $1.35M | 0.45% |
18,582
+6,400
|
|
||
41
Canadian Pacific Kansas City
CP
$80B
| $1.34M | 0.45% |
16,985
+3,481
|
|
||
42
Live Nation Entertainment
LYV
$40.1B
| $1.33M | 0.45% |
+8,700
|
|
||
43
Canadian National Railway
CNI
$72.2B
| $1.29M | 0.43% |
12,540
+2,540
|
|
||
44
Advanced Micro Devices
AMD
$834B
| $1.24M | 0.42% |
6,097
+1,200
|
|
||
45
TKO Group
TKO
$15.2B
| $1.23M | 0.41% |
6,100
-1,000
|
|
||
46
Shopify
SHOP
$140B
| $1.22M | 0.41% |
+10,300
|
|
||
47
Prologis
PLD
$139B
| $1.07M | 0.36% |
8,098
+6,300
|
|
||
48
AbbVie
ABBV
$402B
| $1.07M | 0.36% |
4,912
+1,400
|
|
||
49
Hershey
HSY
$36.8B
| $1.02M | 0.34% |
+4,900
|
|
||
50
Franco-Nevada
FNV
$40.4B
| $1M | 0.34% |
4,056
+257
|
|