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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
$141M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.78M
3
+$6.14M
4
TDG icon
TransDigm Group
TDG
+$1.67M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.58M

Top Sells

1
+$10.1M
2
+$9.3M
3
+$7.57M
4
TSLA icon
Tesla
TSLA
+$7.03M
5
NXPI icon
NXP Semiconductors
NXPI
+$6.07M

Sector Composition

1 Technology 28.34%
2 Healthcare 15.18%
3 Financials 14.13%
4 Consumer Discretionary 12.34%
5 Communication Services 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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-5,762
128
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-125,610
129
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-1,660
130
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-110,191
131
– –
-1,675
132
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-1,966
133
– –
-598
134
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-8,797
135
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-1,533
136
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137
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138
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-2,247
139
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-462
140
– –
-6,880
141
– –
-3,571
142
– –
-5,304
143
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-7,160
2 3 4 5
6