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

Top Buys

1
+$4.97M
2
+$4.94M
3
+$3.07M
4
ABT icon
Abbott
ABT
+$3.03M
5
RCL icon
Royal Caribbean
RCL
+$1.16M

Top Sells

1
+$2.99M
2
+$2.78M
3
+$2.07M
4
LLY icon
Eli Lilly
LLY
+$1.87M
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
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123
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5