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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
$99.5M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.6M
3
+$3.16M
4
MTD icon
Mettler-Toledo International
MTD
+$3.02M
5
ALL icon
Allstate
ALL
+$1.26M

Top Sells

1
+$2.78M
2
+$2.48M
3
+$2.1M
4
LLY icon
Eli Lilly
LLY
+$1.84M
5
TFC icon
Truist Financial
TFC
+$1.54M

Sector Composition

1 Technology 31.01%
2 Healthcare 17.78%
3 Financials 14.96%
4 Consumer Discretionary 11.7%
5 Industrials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-1,400
102
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-8,400
103
– –
-30,250
104
– –
-1,433
105
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-4,100
106
– –
-800
107
– –
-1,600
108
– –
-6,950
109
– –
-15,800
110
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-853
111
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-887
112
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-18,300
113
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-6,923
114
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-836
115
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-2,807
116
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-3,700
117
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-2,984
118
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-1,376
119
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-35,900
120
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-16,000
121
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-4,600
122
– –
-4,000
123
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-12,900
1 2 3 4
5