SIM

Symetra Investment Management Portfolio holdings

AUM $382M
1-Year Est. Return 10.01%
This Quarter Est. Return
1 Year Est. Return
+10.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.2M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$24.9M
2 +$2K

Top Sells

No sells this quarter

Sector Composition

1 Energy 0%
2 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$91.1M 99.99%
400,339
+109,491
2
$3K ﹤0.01%
499
3
$2K ﹤0.01%
+15