SI

Sustainable Insight Capital Management, LLC

13F
Sustainable Insight Capital Management, LLC
Last update 2025-05-13 66 Stocks (9 new)
Value $201.00 Mil Turnover 10 %
Countries:
Top Holdings: AAPL(7.65%)AVGO(6.53%)PANW(6.27%)AMZN(5.49%)CMG(4.85%)
Summary Stock Picks Current Portfolio
Sustainable Insight Capital Ma... Top Holdings of 2025-03-31 View Full List
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
-15.63%
-19.36%
3,008,822.1
Hardware
AVGO 		Broadcom Inc
78,348
13,117.8
+12.36%
6.530
+0.72%
0.000
+25.68%
+5.68%
1,148,592.0
Semiconductors
PANW 		Palo Alto Networks Inc
73,816
12,596.0
-14.17%
6.270
-0.97%
0.010
+8.51%
+7.90%
130,912.8
Software
AMZN 		Amazon.com Inc
57,964
11,028.2
-13.47%
5.490
-0.87%
0.000
+8.90%
-1.10%
2,303,536.1
Retail - Cyclical
CMG 		Chipotle Mexican Grill Inc
194,179
9,749.7
-14.11%
4.850
-0.84%
0.010
+1.79%
-15.21%
68,890.7
Restaurants
T 		AT&T Inc
333,179
9,422.3
-38.84%
4.690
-2.11%
0.000
+3.82%
+25.22%
200,469.5
Telecommunication Services
TMUS 		T-Mobile US Inc
35,302
9,415.4
-36.73%
4.690
-1.98%
0.000
-9.96%
+8.56%
270,179.2
Telecommunication Services
MSFT 		Microsoft Corp
22,535
8,459.4
-3.43%
4.210
-0.15%
0.000
+20.42%
+12.59%
3,513,735.1
Software
LLY 		Eli Lilly and Co
9,367
7,736.3
+10.63%
3.850
+0.37%
0.000
-10.84%
+0.60%
694,587.1
Drug Manufacturers
NVDA 		NVIDIA Corp
70,364
7,626.1
-4.74%
3.800
-0.21%
0.000
+26.58%
+6.22%
3,478,397.3
Semiconductors

Sustainable Insight Capital Management, LLC's Historical Top Holdings Breakdowns

Sustainable Insight Capital Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
COO 		The Cooper Companies Inc2025-03-31Sold Out
-2.70%
●
77.73 ($89.6) 99.45
$71.97
-19.68%
Sold Out
0
-67,182
UBS 		UBS Group AG2025-03-31New Buy
+2.34%
●
30.28 ($33.35) 35.78
$32.93
-1.26%
New holding
154,375
154,375
HIG 		The Hartford Insurance Group Inc2025-03-31Sold Out
-2.24%
●
106.31 ($114.65) 123.73
$126.87
10.66%
Sold Out
0
-46,795
T 		AT&T Inc2025-03-31Reduce
-2.11%
●
21.56 ($25.15) 28.28
$27.86
10.78%
Reduce -38.84%
333,179
-211,584
TMUS 		T-Mobile US Inc2025-03-31Reduce
-1.98%
●
211.3 ($246.5) 272.83
$237.95
-3.47%
Reduce -36.73%
35,302
-20,490
DE 		Deere & Co2025-03-31Sold Out
-1.43%
●
408.57 ($467.8) 509.27
$521.68
11.52%
Sold Out
0
-7,728
TD 		The Toronto-Dominion Bank2025-03-31New Buy
+1.16%
●
53.12 ($58.22) 61.15
$70.09
20.39%
New holding
39,000
39,000
CM 		Canadian Imperial Bank of Commerce2025-03-31Add
+0.98%
●
55.05 ($60.34) 64.52
$68.71
13.87%
Add 507.2%
41,897
34,997
PANW 		Palo Alto Networks Inc2025-03-31Reduce
-0.97%
●
167.82 ($184.92) 208.28
$196.33
6.17%
Reduce -14.17%
73,816
-12,190
AMZN 		Amazon.com Inc2025-03-31Reduce
-0.87%
●
190.26 ($217) 242.06
$216.98
-0.01%
Reduce -13.47%
57,964
-9,027

Sustainable Insight Capital Management, LLC Total Holding History ($B)

To

Sustainable Insight Capital Management, LLC's Asset Allocation

To

Sustainable Insight Capital Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Sustainable Insight Capital Management, LLC's Holdings Bubble Chart

Sustainable Insight Capital Management, LLC News

  • 1

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