SICM

Sustainable Insight Capital Management Portfolio holdings

AUM $300M
1-Year Est. Return 28.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$7M
3
+$6.84M
4
ABT icon
Abbott
ABT
+$6.45M
5
NVDA icon
NVIDIA
NVDA
+$5.61M

Top Sells

1
+$14.9M
2
+$5.44M
3
+$5.13M
4
HLT icon
Hilton Worldwide
HLT
+$5.05M
5
HUM icon
Humana
HUM
+$4.15M

Sector Composition

1 Technology 32.21%
2 Financials 14.89%
3 Consumer Discretionary 12.87%
4 Healthcare 11.39%
5 Communication Services 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4