SHCM

Sachem Head Capital Management Portfolio holdings

AUM $4.27B
1-Year Est. Return 46.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.86B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$81M
2
+$73.3M
3
+$50.3M
4
META icon
Meta Platforms (Facebook)
META
+$35.3M
5
USFD icon
US Foods
USFD
+$31M

Top Sells

1
+$137M
2
+$123M
3
+$112M
4
OPTU
Optimum Communications Inc
OPTU
+$70.9M
5
PRCH icon
Porch Group
PRCH
+$55.8M

Sector Composition

1 Materials 45.11%
2 Healthcare 27.2%
3 Technology 8.41%
4 Communication Services 7.17%
5 Consumer Staples 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-605,000
27
– –
-1,233,125
28
– –
-3,150,000
29
– –
-45,455
30
– –
-800,000
1
2