SIM

Symetra Investment Management Portfolio holdings

AUM $568M
1-Year Est. Return 13.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
-$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M

Top Sells

1
+$148M

Sector Composition

1 Energy 0%
2 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$109M 64.18%
459,092
-670,796
2
$60.8M 35.82%
+1,449,550
3
$8K ﹤0.01%
100
4
$3K ﹤0.01%
499
5
$1K ﹤0.01%
15