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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
$213M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$13.2M
3
+$9.62M
4
CHTR icon
Charter Communications
CHTR
+$9.17M
5
NKE icon
Nike
NKE
+$5.87M

Top Sells

1
+$12.9M
2
+$8.24M
3
+$7.67M
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
51
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-2,700
52
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53
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-13,284
54
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-31,500
55
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-16,600
56
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-101,400
57
– –
-17,711
58
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-4,100
59
– –
-6,600
60
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-25,300
61
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-3,400
62
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-143,200
63
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-8,800
64
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-19,500
65
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-26,500
66
– –
-24,400
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3