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
$169M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.51M
3
+$7.21M
4
AVGO icon
Broadcom
AVGO
+$7.2M
5
NXPI icon
NXP Semiconductors
NXPI
+$6.3M

Top Sells

1
+$8.4M
2
+$6.99M
3
+$6.51M
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$4.43M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.59M

Sector Composition

1 Technology 27.83%
2 Consumer Discretionary 14.47%
3 Healthcare 13.77%
4 Financials 12.88%
5 Communication Services 12.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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