SIC Portfolio

All major decisions are voted on by the club, subject to faculty governance.

Assets under management

$25,400

Total return (YTD)

+8.2%

Holdings

Last updated: July 2026

Performance vs. benchmark

Club portfolio

Russell 3000

Top 5 holdings

Ticker

Company

Weight

AAPL

Apple

8.2%

MSFT

Microsoft

7.6%

NVDA

NVIDIA

6.9%

JPM

JPMorgan Chase

5.4%

XOM

Exxon Mobil

4.8%

Top 5 sectors

Sector

Weight

Technology

24.5%

Financials

18.2%

Healthcare

14.8%

Energy

11.3%

Consumer Staples

9.6%

Student Investment Club at University of Wisconsin–Milwaukee