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
$221M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.13M
3
+$4.91M
4
LRCX icon
Lam Research
LRCX
+$3.43M
5
ICE icon
Intercontinental Exchange
ICE
+$3.27M

Top Sells

1
+$7.37M
2
+$3.92M
3
+$2.64M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.87M
5
CSX icon
CSX Corp
CSX
+$1.68M

Sector Composition

1 Technology 33.81%
2 Financials 14.54%
3 Healthcare 12.06%
4 Consumer Discretionary 10.03%
5 Communication Services 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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