Sustainable Insight Capital Management, LLC Top Holdings and 13F Report (2024) → Next President (Not Trump. Not Biden.) (From The Freeport Society) (Ad) About Sustainable Insight Capital Management, LLCInvestment ActivitySustainable Insight Capital Management, LLC has $138.61 million in total holdings as of March 31, 2024.Sustainable Insight Capital Management, LLC owns shares of 67 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 49.29% of the portfolio was purchased this quarter.About 46.48% of the portfolio was sold this quarter.This quarter, Sustainable Insight Capital Management, LLC has purchased 57 new stocks and bought additional shares in 20 stocks.Sustainable Insight Capital Management, LLC sold shares of 23 stocks and completely divested from 13 stocks this quarter.Largest Holdings Apple $10,889,151Broadcom $9,979,012T-Mobile US $9,667,194Lam Research $9,600,083Eli Lilly and Company $6,525,528 Largest New Holdings this Quarter Lam Research $9,600,083 HoldingCOOPER COS INC $6,128,184 HoldingAbbott Laboratories $5,830,758 HoldingSherwin-Williams $4,988,353 HoldingIntercontinental Exchange $2,896,612 Holding Largest Purchases this Quarter Lam Research 9,881 shares (about $9.60M)Apple 54,400 shares (about $9.33M)COOPER COS INC 60,400 shares (about $6.13M)Abbott Laboratories 51,300 shares (about $5.83M)Sherwin-Williams 14,362 shares (about $4.99M) Largest Sales this Quarter Advanced Micro Devices 56,200 shares (about $10.14M)Eli Lilly and Company 5,300 shares (about $4.12M)Microsoft 2,000 shares (about $841.44K)Broadcom 400 shares (about $530.16K)Meta Platforms 600 shares (about $291.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSustainable Insight Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$10,889,151$9,328,512 ▲597.7%63,5017.9%Computer and TechnologyAVGOBroadcom$9,979,012$530,164 ▼-5.0%7,5297.2%Computer and TechnologyTMUST-Mobile US$9,667,194$4,260,042 ▲78.8%59,2287.0%Computer and TechnologyLRCXLam Research$9,600,083$9,600,083 ▲New Holding9,8816.9%Computer and TechnologyLLYEli Lilly and Company$6,525,528$4,123,188 ▼-38.7%8,3884.7%MedicalCOOPER COS INC$6,128,184$6,128,184 ▲New Holding60,4004.4%COMABTAbbott Laboratories$5,830,758$5,830,758 ▲New Holding51,3004.2%MedicalMSFTMicrosoft$5,110,486$841,440 ▼-14.1%12,1473.7%Computer and TechnologySHWSherwin-Williams$4,988,353$4,988,353 ▲New Holding14,3623.6%ConstructionAMZNAmazon.com$3,562,685$2,453,168 ▲221.1%19,7512.6%Retail/WholesaleNVDANVIDIA$3,456,117$1,445,696 ▲71.9%3,8252.5%Computer and TechnologyJPMJPMorgan Chase & Co.$3,174,354$20,030 ▲0.6%15,8482.3%FinanceSPGIS&P Global$2,958,579$595,630 ▲25.2%6,9542.1%Business ServicesALLAllstate$2,906,568$69,204 ▼-2.3%16,8002.1%FinanceICEIntercontinental Exchange$2,896,612$2,896,612 ▲New Holding21,0772.1%FinanceRFRegions Financial$2,895,104$2,895,104 ▲New Holding137,6002.1%FinanceMMCMarsh & McLennan Companies$2,892,371$41,196 ▼-1.4%14,0422.1%FinanceHIGThe Hartford Financial Services Group$2,885,400$2,885,400 ▲New Holding28,0002.1%FinanceACGLArch Capital Group$2,884,128$2,588,320 ▲875.0%31,2002.1%FinanceCMGChipotle Mexican Grill$2,767,245$188,940 ▲7.3%9522.0%Retail/WholesaleORLYO'Reilly Automotive$2,615,615$112,888 ▼-4.1%2,3171.9%Retail/WholesaleRCLRoyal Caribbean Cruises$2,557,784$430,931 ▲20.3%18,4001.8%Consumer DiscretionarySBUXStarbucks$2,531,503$456,950 ▲22.0%27,7001.8%Retail/WholesaleDEDeere & Company$1,965,802$164,296 ▲9.1%4,7861.4%Industrial ProductsCSXCSX$1,890,570$341,044 ▲22.0%51,0001.4%TransportationCPRTCopart$1,879,388$196,928 ▲11.7%32,4481.4%Business ServicesWMWaste Management$1,869,325$149,205 ▲8.7%8,7701.3%Business ServicesHUBBHubbell$1,867,725$1,867,725 ▲New Holding4,5001.3%Industrial ProductsPHParker-Hannifin$1,858,006$111,158 ▲6.4%3,3431.3%Industrial ProductsTDGTransDigm Group$1,856,021$246,320 ▼-11.7%1,5071.3%AerospaceTXTTextron$1,726,740$1,726,740 ▲New Holding18,0001.2%AerospaceGOOGLAlphabet$1,346,296$799,929 ▲146.4%8,9201.0%Computer and TechnologyPGProcter & Gamble$1,042,132$665,225 ▲176.5%6,4230.8%Consumer StaplesWMTWalmart$722,702$722,702 ▲New Holding12,0110.5%Retail/WholesaleMETAMeta Platforms$646,793$291,348 ▼-31.1%1,3320.5%Computer and TechnologyCPCanadian Pacific Kansas City$626,007$52,902 ▼-7.8%7,1000.5%TransportationPEPPepsiCo$595,034$595,034 ▲New Holding3,4000.4%Consumer StaplesNFLXNetflix$528,377$528,377 ▲New Holding8700.4%Consumer DiscretionaryAMDAdvanced Micro Devices$494,362$10,143,536 ▼-95.4%2,7390.4%Computer and TechnologyDISWalt Disney$440,496$440,496 ▲New Holding3,6000.3%Consumer DiscretionaryTGTTarget$421,051$421,051 ▲New Holding2,3760.3%Retail/WholesaleCLColgate-Palmolive$414,230$414,230 ▲New Holding4,6000.3%Consumer StaplesBRK.BBerkshire Hathaway$412,110$84,104 ▼-16.9%9800.3%FinanceINTUIntuit$412,100$65,000 ▲18.7%6340.3%Computer and TechnologyADBEAdobe$398,129$50,460 ▼-11.2%7890.3%Computer and TechnologyUNHUnitedHealth Group$373,993$49,470 ▼-11.7%7560.3%MedicalNOWServiceNow$355,278$76,240 ▲27.3%4660.3%Computer and TechnologyVVisa$351,083$27,908 ▼-7.4%1,2580.3%Business ServicesTSLATesla$332,243$35,158 ▼-9.6%1,8900.2%Auto/Tires/TrucksMNSTMonster Beverage$320,112$320,112 ▲New Holding5,4000.2%Consumer StaplesCHDChurch & Dwight$312,930$312,930 ▲New Holding3,0000.2%Consumer StaplesMAMastercard$284,126$48,157 ▼-14.5%5900.2%Business ServicesPLDPrologis$267,342$267,342 ▲New Holding2,0530.2%FinanceBXPBoston Properties$261,240$19,593 ▼-7.0%4,0000.2%FinanceMUMicron Technology$259,358$259,358 ▲New Holding2,2000.2%Computer and TechnologyLWLamb Weston$255,672$255,672 ▲New Holding2,4000.2%Consumer StaplesHSTHost Hotels & Resorts$252,296$57,904 ▼-18.7%12,2000.2%FinanceAVBAvalonBay Communities$241,228$37,112 ▼-13.3%1,3000.2%FinanceHDHome Depot$226,3240.0%5900.2%Retail/WholesaleSBACSBA Communications$225,801$21,670 ▼-8.8%1,0420.2%FinanceCOSTCostco Wholesale$219,056$219,056 ▲New Holding2990.2%Retail/WholesaleEQIXEquinix$215,411$82,533 ▼-27.7%2610.2%FinanceCRMSalesforce$210,525$60,236 ▼-22.2%6990.2%Computer and TechnologyMRKMerck & Co., Inc.$203,335$203,335 ▲New Holding1,5410.1%MedicalKLACKLA$200,490$200,490 ▲New Holding2870.1%Computer and TechnologyVFFVillage Farms International$87,048$50,220 ▼-36.6%70,2000.1%Consumer StaplesTPICTPI Composites$40,449$582 ▲1.5%13,9000.0%Industrial ProductsMCHPMicrochip Technology$0$8,603,172 ▼-100.0%00.0%Computer and TechnologyKDPKeurig Dr Pepper$0$8,200,052 ▼-100.0%00.0%Consumer StaplesHUMHumana$0$7,731,037 ▼-100.0%00.0%MedicalTAT&T$0$5,314,226 ▼-100.0%00.0%Computer and TechnologyECLEcolab$0$3,817,444 ▼-100.0%00.0%Basic MaterialsBXBlackstone$0$2,631,492 ▼-100.0%00.0%FinanceAMPAmeriprise Financial$0$2,416,858 ▼-100.0%00.0%FinanceMSCIMSCI$0$2,413,063 ▼-100.0%00.0%Computer and TechnologyLULULululemon Athletica$0$2,249,676 ▼-100.0%00.0%Consumer DiscretionaryHLTHilton Worldwide$0$1,966,572 ▼-100.0%00.0%Consumer DiscretionaryUNPUnion Pacific$0$1,513,265 ▼-100.0%00.0%TransportationPANWPalo Alto Networks$0$294,880 ▼-100.0%00.0%Computer and TechnologyABBVAbbVie$0$201,151 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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