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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
-7.76%
1 Year Est. Return
+20.03%
3 Year Est. Return
+105.72%
5 Year Est. Return
+147.37%
10 Year Est. Return
–
AUM
$298M
AUM Growth
-$1.81M
Cap. Flow
+$27.6M
Cap. Flow %
9.28%
Top 10 Hldgs %
54.15%
Holding
94
New
17
Increased
53
Reduced
14
Closed
8

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$8.8M
2
AMZN icon
Amazon
AMZN
+$8.26M
3
TSLA icon
Tesla
TSLA
+$5.04M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.9M
5
RACE icon
Ferrari
RACE
+$3.65M

Top Sells

Rank Stock Value
1
TMUS icon
T-Mobile US
TMUS
+$9.1M
2
PANW icon
Palo Alto Networks
PANW
+$8.27M
3
ABT icon
Abbott
ABT
+$6.44M
4
PLTR icon
Palantir
PLTR
+$5.29M
5
WFC icon
Wells Fargo
WFC
+$3.81M

Sector Composition

Rank Sector Weight
1 Technology 40.96%
2 Consumer Discretionary 12.58%
3 Financials 11.22%
4 Communication Services 10.6%
5 Healthcare 8.39%

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Sustainable Insight Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Sustainable Insight Capital Management held 94 positions worth $298M, down 0.61% from $300M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Sustainable Insight Capital Management deployed $27.6M of net new capital in Q1 2026, opening 17 new positions and adding to 53 existing holdings. Its largest new stake was Ferrari: 10,425 shares worth $3.48M.

By sector, the portfolio is most concentrated in Technology at 41% of assets, down from 44% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was T-Mobile US, an estimated $9.1M trimmed.

  • Sustainable Insight Capital Management's largest Q1 2026 buy was Ferrari: 10,425 shares worth $3.48M.
  • Sustainable Insight Capital Management added most to Apple in Q1 2026, an estimated $8.8M increase.
  • Sustainable Insight Capital Management's biggest Q1 2026 reduction was T-Mobile US, cutting an estimated $9.1M.
  • Sustainable Insight Capital Management fully exited Abbott in Q1 2026, selling an estimated $6.44M.
  • Sustainable Insight Capital Management's ten largest holdings make up 54% of its $298M portfolio in Q1 2026.
  • Sustainable Insight Capital Management opened 17 new positions and closed 8 in Q1 2026.
  • Sustainable Insight Capital Management's portfolio value fell 0.61% quarter-over-quarter to $298M.

Based on Sustainable Insight Capital Management's 13F filing for Q1 2026, filed 14 May 2026.