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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
$318M
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$16.9M
3
+$7.44M
4
AVGO icon
Broadcom
AVGO
+$4.83M
5
MRSH
Marsh
MRSH
+$4.46M

Top Sells

1
+$12.4M
2
+$4.07M
3
+$2.17M
4
ACGL icon
Arch Capital
ACGL
+$2.14M
5
WTW icon
Willis Towers Watson
WTW
+$2.11M

Sector Composition

1 Technology 42.15%
2 Financials 14.09%
3 Consumer Discretionary 11.97%
4 Communication Services 11.47%
5 Healthcare 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26M 8.16%
101,987
+18,289
2
$22.9M 7.19%
69,354
+15,750
3
$22.7M 7.13%
+169,480
4
$22.2M 6.97%
108,953
+38,853
5
$19.5M 6.14%
104,656
+3,445
6
$18.5M 5.82%
84,341
+15,918
7
$18.1M 5.68%
+167,645
8
$17.4M 5.46%
33,566
+1,540
9
$14.2M 4.47%
18,641
+5,757
10
$10.5M 3.29%
370,457
+128,028
11
$10.4M 3.28%
43,577
+14,744
12
$8.29M 2.6%
41,115
+21,674
13
$8.15M 2.56%
14,360
+7,055
14
$5.92M 1.86%
4,493
+1,818
15
$5.86M 1.84%
130,337
+47,508
16
$5.45M 1.71%
7,426
+714
17
$5.43M 1.71%
67,913
+16,113
18
$5.24M 1.65%
39,131
+9,498
19
$5.21M 1.64%
20,017
+4,021
20
$4.6M 1.44%
14,577
+6,352
21
$4.38M 1.37%
20,384
-1,142
22
$4.35M 1.37%
51,882
+24,256
23
$4.34M 1.36%
32,510
+15,537
24
$4.12M 1.29%
16,946
-2,756
25
$4.11M 1.29%
19,346
+9,245
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