SICM
Sustainable Insight Capital Management Portfolio holdings
AUM
$221M
1-Year Est. Return
27.12%
1 Year Est. Return
+27.12%
AUM
$221M
AUM Growth
+$20M
(+10%)
Holding
83
Top Buys
| 1 | +$12.4M | |
| 2 | +$4.87M | |
| 3 | +$4.72M | |
| 4 |
Ferrari
RACE
|
+$4.07M |
| 5 |
Meta Platforms (Facebook)
META
|
+$3.73M |
Top Sells
| 1 | +$9.75M | |
| 2 | +$6.82M | |
| 3 | +$4.69M | |
| 4 |
JPMorgan Chase
JPM
|
+$3.81M |
| 5 |
Abbott
ABT
|
+$3.57M |
Sector Composition
| 1 | Technology | 37.38% |
| 2 | Financials | 14.69% |
| 3 | Consumer Discretionary | 14.4% |
| 4 | Communication Services | 12.22% |
| 5 | Healthcare | 8.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Motorola Solutions
MSI
$73.1B
| – | – |
-500
|
|
||
77
NiSource
NI
$20.5B
| – | – |
-49,853
|
|
||
78
Procter & Gamble
PG
$357B
| – | – |
-2,323
|
|
||
79
Palantir
PLTR
$438B
| – | – |
-6,924
|
|
||
80
Phillips 66
PSX
$54.5B
| – | – |
-11,800
|
|
||
81
UBS Group
UBS
$120B
| – | – |
-154,375
|
|
||
82
UnitedHealth
UNH
$328B
| – | – |
-981
|
|
||
83
Welltower
WELL
$119B
| – | – |
-3,122
|
|