SICM

Sustainable Insight Capital Management Portfolio holdings

AUM $221M
1-Year Est. Return 27.12%
This Quarter Est. Return
1 Year Est. Return
+27.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$7.06M
3 +$6.45M
4
MCHP icon
Microchip Technology
MCHP
+$5.8M
5
EL icon
Estee Lauder
EL
+$4.93M

Top Sells

1 +$17.2M
2 +$14.6M
3 +$13.1M
4
PLD icon
Prologis
PLD
+$8.85M
5
DIS icon
Walt Disney
DIS
+$7.47M

Sector Composition

1 Technology 20.36%
2 Industrials 15.1%
3 Financials 14.44%
4 Consumer Discretionary 13.96%
5 Communication Services 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-16,200
77
-76,200
78
-64,800
79
-3,400