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
$85.6M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$3.36M
3
+$1.59M
4
ECL icon
Ecolab
ECL
+$1.05M
5
MMC icon
Marsh & McLennan
MMC
+$884K

Top Sells

1
+$19.7M
2
+$3.85M
3
+$1.79M
4
ALB icon
Albemarle
ALB
+$1.36M
5
SCHW icon
Charles Schwab
SCHW
+$826K

Sector Composition

1 Technology 25.35%
2 Healthcare 19.1%
3 Financials 14.39%
4 Consumer Discretionary 12.86%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
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