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
$847M
AUM Growth
+$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$75.6M
2
+$47.1M
3
+$4.57M
4
CMCSA icon
Comcast
CMCSA
+$2.08M

Top Sells

1
+$49.3M
2
+$29.9M
3
+$29.6M
4
MMC icon
Marsh & McLennan
MMC
+$17.1M
5
WAB icon
Wabtec
WAB
+$16.4M

Sector Composition

1 Industrials 30.23%
2 Communication Services 30.04%
3 Consumer Discretionary 17.61%
4 Technology 12.87%
5 Financials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$256M 29.27%
2,969,462
-190,168
2
$147M 16.84%
2,634,451
+37,107
3
$78.2M 8.95%
516,708
-113,221
4
$77.1M 8.82%
996,673
+608,085
5
$75.6M 8.64%
+31,837
6
$73.5M 8.41%
1,166,448
+72,458
7
$54.4M 6.22%
315,114
-17,152
8
$52.6M 6.02%
72,337
-41,085
9
$31.9M 3.64%
113,085
-104,922
10
– –
-213,637