SI

SENTRY INVESTMENT MANAGEMENT LLC

13F
SENTRY INVESTMENT MANAGEMENT LLC
Last update 2024-01-30 457 Stocks (28 new)
Value $233.00 Mil Turnover 11 %
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SENTRY INVESTMENT MANAGEMENT LLC Profile

Sentry Investment Management Inc. is an investment management firm based out of Stevens Point, Wisconsin. The company was originally established in 1991 and is headed by James J. Weishan, who acts as the President and Director for the company. Sentry Investment Management, also known as Sentry Private Wealth Management, conducts its research internally, utilizing a fundamental methodology to make its investment decisions. The company invests in the public equity markets within the United States, allocating its assets across a variety of sectors. Sentry Investment Management invests most heavily in the finance sector, which alone makes up over a third of the firm’s total asset allocations, and also invests in the information technology, health care, consumer discretionary, consumer staples, and industrials sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company holds its allocations for just over 11 quarters on average and holds its top 10 allocations, which makes up over a third of the firm’s total allocations, for 11.6 quarters on average. In the most recent quarter, Sentry Investment Management had a turnover rate of approximately 16.6%. Sentry Investment Management’s top holdings include iShares iBoxx Investment Grade Corporate Bond Fund, iShares Trust - Core S&P 500 Exchange Traded Fund, iShares Trust - Core S&P Mid-Cap 400 Exchange Traded Fund, iShares Trust Core S&P Small Cap Index Fund, and iShares MSCI EAFE Index Fund, in order of decreasing allocation. Sentry Investment Management manages over $12.2 billion in total assets under management spread across 32 accounts, all of which are discretionary accounts. Although the firm’s total number of accounts has been decreasing in recent years, its total assets under management has been increasing, growing from $8.2 billion back in 2010 to its current amount. Sentry Investment Management mainly caters to insurance companies, which alone makes up over two thirds of its client base.
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