SICM
Sustainable Insight Capital Management Portfolio holdings
AUM
$318M
1-Year Est. Return
31.76%
1 Year Est. Return
+31.76%
AUM
$318M
AUM Growth
+$97.3M
(+44%)
Holding
83
Top Buys
| 1 | +$22.7M | |
| 2 | +$18.1M | |
| 3 | +$7.91M | |
| 4 |
Broadcom
AVGO
|
+$5.2M |
| 5 |
Apple
AAPL
|
+$4.66M |
Top Sells
| 1 | +$12.4M | |
| 2 | +$4.07M | |
| 3 | +$2.17M | |
| 4 |
Arch Capital
ACGL
|
+$2.14M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Intercontinental Exchange
ICE
$93B
| – | – |
-11,809
|
|
||
77
Johnson Controls International
JCI
$72.2B
| – | – |
-17,947
|
|
||
78
ServiceNow
NOW
$180B
| – | – |
-1,025
|
|
||
79
Ferrari
RACE
$65.2B
| – | – |
-8,305
|
|
||
80
Simon Property Group
SPG
$59.4B
| – | – |
-2,859
|
|
||
|
TPIC
81
DELISTED
TPI Composites
TPIC
| – | – |
-16,114
|
|
||
82
Targa Resources
TRGP
$39.9B
| – | – |
-1,400
|
|
||
|
83
Willis Towers Watson
WTW
$31.2B
| – | – |
-6,891
|
|