SICM
Sustainable Insight Capital Management Portfolio holdings
AUM
$300M
1-Year Est. Return
28.14%
This Fund
S&P 500
1 Year Est. Return
+28.14%
AUM
$318M
AUM Growth
+$97.3M
(+44%)
Holding
83
Top Buys
| 1 | +$17.9M | |
| 2 | +$16.9M | |
| 3 | +$7.44M | |
| 4 |
Broadcom
AVGO
|
+$4.83M |
| 5 |
MRSH
Marsh
MRSH
|
+$4.46M |
Top Sells
| 1 | +$12.4M | |
| 2 | +$4.07M | |
| 3 | +$2.17M | |
| 4 |
Arch Capital
ACGL
|
+$2.14M |
| 5 |
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
ServiceNow
NOW
$119B
| – | – |
-5,125
|
|
||
77
Ferrari
RACE
$58.7B
| – | – |
-8,305
|
|
||
78
Simon Property Group
SPG
$60.7B
| – | – |
-2,859
|
|
||
|
TPIC
79
DELISTED
TPI Composites
TPIC
| – | – |
-16,114
|
|
||
80
Targa Resources
TRGP
$51.6B
| – | – |
-1,400
|
|
||
|
81
Willis Towers Watson
WTW
$27.4B
| – | – |
-6,891
|
|
||
|
82
Arch Capital
ACGL
$33.3B
| – | – |
-23,459
|
|
||
83
Boston Properties
BXP
$8.25B
| – | – |
-3,282
|
|