SCM

Sahana Capital Management Portfolio holdings

AUM $645M
1-Year Est. Return 23.48%
This Quarter Est. Return
1 Year Est. Return
+23.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$846M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$10.8M
3
+$7.61M
4
WAB icon
Wabtec
WAB
+$5.39M
5
MCD icon
McDonald's
MCD
+$1.99M

Top Sells

1
+$29.1M
2
+$23.1M
3
+$16M
4
MMC icon
Marsh & McLennan
MMC
+$11.8M
5
CMCSA icon
Comcast
CMCSA
+$1.21M

Sector Composition

1 Communication Services 34.02%
2 Industrials 30.76%
3 Consumer Discretionary 13.37%
4 Technology 11.37%
5 Financials 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$260M 30.76%
3,159,630
+65,473
2
$148M 17.52%
2,597,344
-21,159
3
$88.6M 10.48%
629,929
-84,212
4
$81.8M 9.68%
113,422
-31,950
5
$63.7M 7.54%
1,093,990
-8,891
6
$59.1M 6.98%
218,007
+28,092
7
$57.7M 6.82%
332,266
+61,977
8
$49.3M 5.84%
213,637
+8,629
9
$37.1M 4.39%
388,588
+257,851
10
– –
-443,100
11
– –
-831,723