SC

Sagefield Capital Portfolio holdings

AUM $894M
1-Year Est. Return 23.59%
This Quarter Est. Return
1 Year Est. Return
+23.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$394M
AUM Growth
+$79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.41M
3
+$5.8M
4
NE icon
Noble Corp
NE
+$4.65M
5
XOM icon
Exxon Mobil
XOM
+$3.72M

Top Sells

1
+$7.29M
2
+$4.43M
3
+$3.2M
4
Y
Alleghany Corp
Y
+$2.86M
5
WFRD icon
Weatherford International
WFRD
+$2.7M

Sector Composition

1 Energy 76.92%
2 Utilities 10.99%
3 Materials 3.76%
4 Financials 1.76%
5 Technology 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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3 4
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6 7