SHCM

Sachem Head Capital Management Portfolio holdings

AUM $3.2B
1-Year Est. Return 54.72%
This Quarter Est. Return
1 Year Est. Return
+54.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$98.2M
2
+$70.7M
3
+$59.3M
4
DG icon
Dollar General
DG
+$54M
5
CMCSA icon
Comcast
CMCSA
+$47.5M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 32.77%
2 Industrials 21.67%
3 Energy 15.61%
4 Communication Services 14.42%
5 Real Estate 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$98.2M 21.67%
+2,400,000
2
$70.7M 15.61%
+1,640,000
3
$59.3M 13.08%
+1,200,000
4
$54M 11.92%
+895,000
5
$47.5M 10.49%
+1,830,000
6
$46M 10.15%
+880,000
7
$35.2M 7.78%
+624,500
8
$24.4M 5.38%
+297,690
9
$17.8M 3.93%
+319,500