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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
+9.58%
1 Year Est. Return
+20.03%
3 Year Est. Return
+105.72%
5 Year Est. Return
+147.37%
10 Year Est. Return
–
AUM
$318M
AUM Growth
+$97.3M
Cap. Flow
+$76.9M
Cap. Flow %
24.16%
Top 10 Hldgs %
60.31%
Holding
83
New
22
Increased
37
Reduced
11
Closed
12

Top Buys

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$17.9M
2
ORLY icon
O'Reilly Automotive
ORLY
+$16.9M
3
PANW icon
Palo Alto Networks
PANW
+$7.44M
4
AVGO icon
Broadcom
AVGO
+$4.83M
5
MRSH
Marsh
MRSH
+$4.46M

Top Sells

Rank Stock Value
1
DRI icon
Darden Restaurants
DRI
+$12.4M
2
RACE icon
Ferrari
RACE
+$4.07M
3
ICE icon
Intercontinental Exchange
ICE
+$2.17M
4
ACGL icon
Arch Capital
ACGL
+$2.14M
5
WTW icon
Willis Towers Watson
WTW
+$2.11M

Sector Composition

Rank Sector Weight
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
SHW icon
51
Sherwin-Williams
SHW
$88.5B
$435K 0.14%
1,255
-2,100
-63% -$740K
TSLA icon
52
Tesla
TSLA
$1.31T
$423K 0.13%
952
-100
-10% -$34.7K
HDB icon
53
HDFC Bank
HDB
$120B
$417K 0.13%
+12,198
New +$450K
AMAT icon
54
Applied Materials
AMAT
$417B
$346K 0.11%
+1,690
New +$307K
PDD icon
55
Pinduoduo
PDD
$129B
$322K 0.1%
+2,438
New +$289K
BRK.B icon
56
Berkshire Hathaway Class B
BRK.B
$1.11T
$301K 0.09%
599
-50
-8% -$24.2K
PLD icon
57
Prologis
PLD
$133B
$286K 0.09%
2,498
+200
+9% +$22K
CCI icon
58
Crown Castle
CCI
$31.3B
$278K 0.09%
2,882
+600
+26% +$60.7K
LYV icon
59
Live Nation Entertainment
LYV
$42.7B
$278K 0.09%
+1,700
New +$269K
IBN icon
60
ICICI Bank
IBN
$107B
$276K 0.09%
+9,135
New +$298K
VST icon
61
Vistra
VST
$48.6B
$274K 0.09%
1,400
+300
+27% +$59.4K
EQR icon
62
Equity Residential
EQR
$24.4B
$274K 0.09%
+4,228
New +$276K
SBAC icon
63
SBA Communications
SBAC
$19.3B
$264K 0.08%
1,365
+400
+41% +$86.6K
EQIX icon
64
Equinix
EQIX
$102B
$257K 0.08%
328
-303
-48% -$237K
ABBV icon
65
AbbVie
ABBV
$442B
$234K 0.07%
+1,012
New +$206K
ORCL icon
66
Oracle
ORCL
$419B
$229K 0.07%
814
-6,861
-89% -$1.75M
MPWR icon
67
Monolithic Power Systems
MPWR
$68.9B
$225K 0.07%
+244
New +$198K
V icon
68
Visa
V
$677B
$211K 0.07%
619
– –
PLTR icon
69
Palantir
PLTR
$420B
$208K 0.07%
+1,139
New +$185K
TKO icon
70
TKO Group
TKO
$14.2B
$202K 0.06%
+1,000
New +$183K
INFY icon
71
Infosys
INFY
$51B
$186K 0.06%
+11,435
New +$197K
ACGL icon
72
Arch Capital
ACGL
$33.5B
– –
-23,459
Closed -$2.14M
BXP icon
73
Boston Properties
BXP
$10.8B
– –
-3,282
Closed -$221K
CRWD icon
74
CrowdStrike
CRWD
$226B
– –
-4,988
Closed -$635K
DRI icon
75
Darden Restaurants
DRI
$25B
– –
-56,811
Closed -$12.4M
1 2
3
4

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Sustainable Insight Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Sustainable Insight Capital Management held 83 positions worth $318M, up 44% from $221M the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Sustainable Insight Capital Management deployed $76.9M of net new capital in Q3 2025, opening 22 new positions and adding to 37 existing holdings. Its largest new stake was Lam Research: 169,480 shares worth $22.7M.

By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 37% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Oracle, an estimated $1.75M trimmed.

  • Sustainable Insight Capital Management's largest Q3 2025 buy was Lam Research: 169,480 shares worth $22.7M.
  • Sustainable Insight Capital Management added most to Palo Alto Networks in Q3 2025, an estimated $7.44M increase.
  • Sustainable Insight Capital Management's biggest Q3 2025 reduction was Oracle, cutting an estimated $1.75M.
  • Sustainable Insight Capital Management fully exited Darden Restaurants in Q3 2025, selling an estimated $12.4M.
  • Sustainable Insight Capital Management's ten largest holdings make up 60% of its $318M portfolio in Q3 2025.
  • Sustainable Insight Capital Management opened 22 new positions and closed 12 in Q3 2025.
  • Sustainable Insight Capital Management's portfolio value rose 44% quarter-over-quarter to $318M.

Based on Sustainable Insight Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.