SICM

Sustainable Insight Capital Management Portfolio holdings

AUM $318M
1-Year Est. Return 31.76%
This Quarter Est. Return
1 Year Est. Return
+31.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$13.9M
3
+$9.72M
4
CHTR icon
Charter Communications
CHTR
+$9.26M
5
NKE icon
Nike
NKE
+$6.42M

Top Sells

1
+$12.8M
2
+$8.24M
3
+$7.75M
4
TD icon
Toronto Dominion Bank
TD
+$7.15M
5
DFS
Discover Financial Services
DFS
+$6.67M

Sector Composition

1 Financials 16.59%
2 Technology 14.35%
3 Consumer Discretionary 13.84%
4 Consumer Staples 11.25%
5 Industrials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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66
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