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
$102M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$2.91M
3
+$2.87M
4
MMC icon
Marsh & McLennan
MMC
+$2.86M
5
ECL icon
Ecolab
ECL
+$2.31M

Top Sells

1
+$4.25M
2
+$3.76M
3
+$3.7M
4
DE icon
Deere & Co
DE
+$2.53M
5
WM icon
Waste Management
WM
+$2.2M

Sector Composition

1 Technology 27.62%
2 Financials 18.21%
3 Healthcare 14.05%
4 Consumer Discretionary 12.56%
5 Industrials 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$191K 0.19%
+11,900
52
$74.4K 0.07%
93,300
+23,100
53
$56.2K 0.06%
+21,200
54
– –
-50,200
55
– –
-5,500
56
– –
-53,000
57
– –
-7,648
58
– –
-2,094
59
– –
-1,998
60
– –
-1,249
61
– –
-5,900
62
– –
-7,400
63
– –
-1,841
64
– –
-3,240
65
– –
-466
66
– –
-1,500
67
– –
-5,500
1 2
3