We are live on ! Find out more
SICM

Sustainable Insight Capital Management Portfolio holdings

AUM $298M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$16.9M
3
+$7.44M
4
AVGO icon
Broadcom
AVGO
+$4.83M
5
MRSH
Marsh
MRSH
+$4.46M

Top Sells

1
+$12.4M
2
+$4.07M
3
+$2.17M
4
ACGL icon
Arch Capital
ACGL
+$2.14M
5
WTW icon
Willis Towers Watson
WTW
+$2.11M

Sector Composition

1 Technology 42.15%
2 Financials 14.09%
3 Consumer Discretionary 11.97%
4 Communication Services 11.47%
5 Healthcare 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-11,809
77
– –
-17,947
78
– –
-5,125
79
– –
-8,305
80
– –
-2,859
81
– –
-16,114
82
– –
-1,400
83
– –
-6,891
1 2 3
4