SICM

Sustainable Insight Capital Management Portfolio holdings

AUM $318M
1-Year Est. Return 31.76%
This Quarter Est. Return
1 Year Est. Return
+31.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$8.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.68M
3
+$3.41M
4
DE icon
Deere & Co
DE
+$3.04M
5
SBUX icon
Starbucks
SBUX
+$2.34M

Top Sells

1
+$2.13M
2
+$2.06M
3
+$2.04M
4
AMP icon
Ameriprise Financial
AMP
+$2M
5
TSLA icon
Tesla
TSLA
+$1.9M

Sector Composition

1 Technology 27.49%
2 Financials 18.56%
3 Healthcare 17.7%
4 Consumer Discretionary 14.55%
5 Industrials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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