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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
$318M
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$16.9M
3
+$7.44M
4
AVGO icon
Broadcom
AVGO
+$4.83M
5
MRSH
Marsh
MRSH
+$4.46M

Top Sells

1
+$12.4M
2
+$4.07M
3
+$2.17M
4
ACGL icon
Arch Capital
ACGL
+$2.14M
5
WTW icon
Willis Towers Watson
WTW
+$2.11M

Sector Composition

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
51
$435K 0.14%
1,255
-2,100
52
$423K 0.13%
952
-100
53
$417K 0.13%
+12,198
54
$346K 0.11%
+1,690
55
$322K 0.1%
+2,438
56
$301K 0.09%
599
-50
57
$286K 0.09%
2,498
+200
58
$278K 0.09%
2,882
+600
59
$278K 0.09%
+1,700
60
$276K 0.09%
+9,135
61
$274K 0.09%
1,400
+300
62
$274K 0.09%
+4,228
63
$264K 0.08%
1,365
+400
64
$257K 0.08%
328
-303
65
$234K 0.07%
+1,012
66
$229K 0.07%
814
-6,861
67
$225K 0.07%
+244
68
$211K 0.07%
619
69
$208K 0.07%
+1,139
70
$202K 0.06%
+1,000
71
$186K 0.06%
+11,435
72
– –
-23,459
73
– –
-3,282
74
– –
-1,247
75
– –
-56,811
1 2
3
4