SI
| |
Sustainable Insight Capital Management, LLC13F | |
| Sustainable Insight Capital Management, LLC | |
| Last update 2025-05-13 | 66 Stocks (9 new) |
| Value $201.00 Mil | Turnover 10 % |
Sustainable Insight Capital Ma... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 69,177 | 15,366.3 | -2.35% | 7.650 | -0.18% | 0.000 | +7.28% | -15.52% | 3,152,056.7 | Hardware | |
AVGO | Broadcom Inc | 78,348 | 13,117.8 | +12.36% | 6.530 | +0.72% | 0.000 | +66.17% | +22.92% | 1,333,245.9 | Semiconductors | |
PANW | Palo Alto Networks Inc | 73,816 | 12,596.0 | -14.17% | 6.270 | -0.97% | 0.010 | +16.45% | +7.32% | 130,212.7 | Software | |
AMZN | Amazon.com Inc | 57,964 | 11,028.2 | -13.47% | 5.490 | -0.87% | 0.000 | +30.64% | +2.78% | 2,393,881.3 | Retail - Cyclical | |
CMG | Chipotle Mexican Grill Inc | 194,179 | 9,749.7 | -14.11% | 4.850 | -0.84% | 0.010 | +11.39% | -11.02% | 72,292.8 | Restaurants | |
T | AT&T Inc | 333,179 | 9,422.3 | -38.84% | 4.690 | -2.11% | 0.000 | +0.18% | +22.24% | 193,778.3 | Telecommunication Services | |
TMUS | T-Mobile US Inc | 35,302 | 9,415.4 | -36.73% | 4.690 | -1.98% | 0.000 | -13.09% | +3.51% | 257,621.1 | Telecommunication Services | |
MSFT | Microsoft Corp | 22,535 | 8,459.4 | -3.43% | 4.210 | -0.15% | 0.000 | +39.05% | +21.57% | 3,794,090.7 | Software | |
LLY | Eli Lilly and Co | 9,367 | 7,736.3 | +10.63% | 3.850 | +0.37% | 0.000 | -7.67% | +0.63% | 694,820.3 | Drug Manufacturers | |
NVDA | NVIDIA Corp | 70,364 | 7,626.1 | -4.74% | 3.800 | -0.21% | 0.000 | +69.88% | +28.40% | 4,204,300.2 | Semiconductors |
Sustainable Insight Capital Management, LLC's Historical Top Holdings Breakdowns
Sustainable Insight Capital Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
COO | The Cooper Companies Inc | 2025-03-31 | Sold Out Sold Out | -2.70% | 77.73 ($89.6) 99.45 | $72.74 | -18.82% | Sold Out | 0 | -67,182 | |
UBS | UBS Group AG | 2025-03-31 | New Buy New Buy | +2.34% | 30.28 ($33.35) 35.78 | $35.95 | 7.81% | New holding | 154,375 | 154,375 | |
HIG | The Hartford Insurance Group Inc | 2025-03-31 | Sold Out Sold Out | -2.24% | 106.31 ($114.65) 123.73 | $122.96 | 7.25% | Sold Out | 0 | -46,795 | |
T | AT&T Inc | 2025-03-31 | Reduce Reduce | -2.11% | 21.56 ($25.15) 28.28 | $26.92 | 7.04% | Reduce -38.84% | 333,179 | -211,584 | |
TMUS | T-Mobile US Inc | 2025-03-31 | Reduce Reduce | -1.98% | 211.3 ($246.5) 272.83 | $226.75 | -8.01% | Reduce -36.73% | 35,302 | -20,490 | |
DE | Deere & Co | 2025-03-31 | Sold Out Sold Out | -1.43% | 408.57 ($467.8) 509.27 | $497.55 | 6.36% | Sold Out | 0 | -7,728 | |
TD | The Toronto-Dominion Bank | 2025-03-31 | New Buy New Buy | +1.16% | 53.12 ($58.22) 61.15 | $73.49 | 26.23% | New holding | 39,000 | 39,000 | |
CM | Canadian Imperial Bank of Commerce | 2025-03-31 | Add Add | +0.98% | 55.05 ($60.34) 64.52 | $73.19 | 21.29% | Add 507.2% | 41,897 | 34,997 | |
PANW | Palo Alto Networks Inc | 2025-03-31 | Reduce Reduce | -0.97% | 167.82 ($184.92) 208.28 | $195.02 | 5.46% | Reduce -14.17% | 73,816 | -12,190 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.87% | 190.26 ($217) 242.06 | $225.84 | 4.07% | Reduce -13.47% | 57,964 | -9,027 |
Sustainable Insight Capital Management, LLC Total Holding History ($B)
Sustainable Insight Capital Management, LLC's Asset Allocation
Sustainable Insight Capital Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Sustainable Insight Capital Management, LLC's Hypothetical Growth since 2025-03-31
Sustainable Insight Capital Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sustainable Insight Capital Management, LLC's Holdings Heat Map
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Sustainable Insight Capital Management, LLC's Holdings Bubble Chart
Sustainable Insight Capital Management, LLC News
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