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SICM

Sustainable Insight Capital Management Portfolio holdings

AUM $298M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$16.9M
3
+$7.44M
4
AVGO icon
Broadcom
AVGO
+$4.83M
5
MRSH
Marsh
MRSH
+$4.46M

Top Sells

1
+$12.4M
2
+$4.07M
3
+$2.17M
4
ACGL icon
Arch Capital
ACGL
+$2.14M
5
WTW icon
Willis Towers Watson
WTW
+$2.11M

Sector Composition

1 Technology 42.15%
2 Financials 14.09%
3 Consumer Discretionary 11.97%
4 Communication Services 11.47%
5 Healthcare 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.36M 1.06%
3,634
-584
27
$3.09M 0.97%
12,700
-2,100
28
$2.45M 0.77%
20,450
+5,110
29
$2.18M 0.68%
2,873
+239
30
$2.16M 0.68%
+6,346
31
$2.14M 0.67%
12,807
+2,644
32
$1.86M 0.59%
18,091
+6,800
33
$1.63M 0.51%
+11,951
34
$1.44M 0.45%
45,092
+3,292
35
$1.42M 0.45%
19,104
+4,682
36
$1.41M 0.44%
+15,000
37
$1.26M 0.4%
+11,861
38
$1.18M 0.37%
5,299
-1,831
39
$1.08M 0.34%
+11,382
40
$1.07M 0.34%
+9,515
41
$1M 0.32%
5,269
+852
42
$841K 0.26%
+5,197
43
$763K 0.24%
22,000
+5,500
44
$741K 0.23%
+3,400
45
$737K 0.23%
5,956
+1,500
46
$729K 0.23%
5,002
-400
47
$526K 0.17%
7,801
+100
48
$493K 0.16%
5,628
+200
49
$479K 0.15%
4,635
+200
50
$466K 0.15%
+2,423
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