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
$222M
AUM Growth
+$8.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.92M
3
+$8.79M
4
AGN.PRA
Allergan plc
AGN.PRA
+$7.75M
5
MET icon
MetLife
MET
+$7.19M

Top Sells

1
+$14.1M
2
+$11.5M
3
+$10.8M
4
V icon
Visa
V
+$9.51M
5
STZ icon
Constellation Brands
STZ
+$6.14M

Sector Composition

1 Technology 24.51%
2 Financials 16.62%
3 Consumer Discretionary 15.34%
4 Industrials 10.61%
5 Real Estate 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-57,800
52
– –
-133,500
53
– –
-38,100
1 2
3