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SICM
Sustainable Insight Capital Management Portfolio holdings
AUM
$298M
1-Year Est. Return
20.03%
This Fund
S&P 500
1 Year Est. Return
+20.03%
AUM
$298M
AUM Growth
-$1.81M
(-0.61%)
Holding
94
Top Buys
| 1 | +$8.8M | |
| 2 | +$8.26M | |
| 3 | +$5.04M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$3.9M |
| 5 |
Ferrari
RACE
|
+$3.65M |
Top Sells
| 1 | +$9.1M | |
| 2 | +$8.27M | |
| 3 | +$6.44M | |
| 4 |
Palantir
PLTR
|
+$5.29M |
| 5 |
Wells Fargo
WFC
|
+$3.81M |
Sector Composition
| 1 | Technology | 40.96% |
| 2 | Consumer Discretionary | 12.58% |
| 3 | Financials | 11.22% |
| 4 | Communication Services | 10.6% |
| 5 | Healthcare | 8.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
ICICI Bank
IBN
$99.6B
| $387K | 0.13% |
14,935
+4,100
|
|
||
77
Gilead Sciences
GILD
$156B
| $354K | 0.12% |
+2,538
|
|
||
78
Vertex Pharmaceuticals
VRTX
$113B
| $326K | 0.11% |
731
+200
|
|
||
79
McKesson
MCK
$94.2B
| $324K | 0.11% |
374
+120
|
|
||
80
Meta Platforms (Facebook)
META
$1.44T
| $318K | 0.11% |
555
-40
|
|
||
81
Monolithic Power Systems
MPWR
$77.5B
| $243K | 0.08% |
222
|
|
||
82
Johnson & Johnson
JNJ
$580B
| $232K | 0.08% |
+948
|
|
||
83
Stryker
SYK
$120B
| $221K | 0.07% |
+674
|
|
||
84
Berkshire Hathaway Class B
BRK.B
$1.06T
| $215K | 0.07% |
449
|
|
||
85
Boston Scientific
BSX
$69.7B
| $209K | 0.07% |
+3,329
|
|
||
86
Plug Power
PLUG
$3.85B
| $36.6K | 0.01% |
16,200
+300
|
|
||
87
Abbott
ABT
$154B
| – | – |
-51,431
|
|
||
88
American Electric Power
AEP
$70.3B
| – | – |
-21,015
|
|
||
89
Capital One
COF
$115B
| – | – |
-15,646
|
|
||
90
Infosys
INFY
$47.5B
| – | – |
-13,835
|
|
||
91
Kenvue
KVUE
$34.8B
| – | – |
-18,903
|
|
||
92
NRG Energy
NRG
$26.5B
| – | – |
-2,300
|
|
||
|
93
Wells Fargo
WFC
$256B
| – | – |
-40,882
|
|
||
|
EXE
94
Expand Energy Corp
EXE
$21.2B
| – | – |
-11,461
|
|