SICM
Sustainable Insight Capital Management Portfolio holdings
AUM
$221M
1-Year Est. Return
27.12%
1 Year Est. Return
+27.12%
AUM
$201M
AUM Growth
-$27.6M
(-12%)
Holding
82
Top Buys
| 1 | +$4.69M | |
| 2 | +$2.34M | |
| 3 | +$1.97M | |
| 4 |
Phillips 66
PSX
|
+$1.46M |
| 5 |
HES
Hess
HES
|
+$1.45M |
Top Sells
| 1 | +$6.18M | |
| 2 | +$5.98M | |
| 3 | +$5.46M | |
| 4 |
Hartford Financial Services
HIG
|
+$5.12M |
| 5 |
Deere & Co
DE
|
+$3.27M |
Sector Composition
| 1 | Technology | 29.62% |
| 2 | Financials | 18.42% |
| 3 | Healthcare | 11.69% |
| 4 | Consumer Discretionary | 10.78% |
| 5 | Communication Services | 10.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Micron Technology
MU
$246B
| – | – |
-4,214
|
|
||
77
Plug Power
PLUG
$3.44B
| – | – |
-37,200
|
|
||
|
TPIC
78
DELISTED
TPI Composites
TPIC
| – | – |
-42,400
|
|
||
79
Texas Pacific Land
TPL
$21.3B
| – | – |
-300
|
|
||
80
Targa Resources
TRGP
$33.1B
| – | – |
-1,900
|
|
||
81
Village Farms International
VFF
$372M
| – | – |
-93,100
|
|
||
82
Williams Companies
WMB
$70.2B
| – | – |
-7,000
|
|