SCM

Salem Capital Management Portfolio holdings

AUM $126M
1-Year Est. Return 8.82%
This Quarter Est. Return
1 Year Est. Return
-8.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$1.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.21M
3
+$652K
4
PYPL icon
PayPal
PYPL
+$367K
5
JPM icon
JPMorgan Chase
JPM
+$349K

Top Sells

1
+$3.64M
2
+$1.3M
3
+$249K
4
HON icon
Honeywell
HON
+$249K
5
STR
QUESTAR CORP
STR
+$248K

Sector Composition

1 Healthcare 25.25%
2 Technology 14.02%
3 Industrials 13.26%
4 Consumer Staples 9.98%
5 Energy 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 1.27%
82,318
+5,500
27
$2.03M 1.14%
95,836
-1,280
28
$2M 1.13%
179,679
-12,930
29
$1.83M 1.03%
11,595
+75
30
$1.73M 0.97%
30,250
-900
31
$1.57M 0.88%
11,242
-359
32
$1.41M 0.79%
33,773
-3,200
33
$1.34M 0.76%
16,085
-600
34
$1.29M 0.72%
27,650
+4,400
35
$1.22M 0.68%
9,050
36
$1.21M 0.68%
+89,691
37
$1.17M 0.66%
8,800
38
$1.1M 0.62%
20,399
+250
39
$1.07M 0.6%
15,150
40
$1.02M 0.57%
34,384
+496
41
$1.01M 0.57%
10,550
+50
42
$911K 0.51%
12,550
-200
43
$889K 0.5%
15,018
+5,900
44
$738K 0.41%
5,098
45
$692K 0.39%
13,309
+496
46
$691K 0.39%
10,900
-300
47
$671K 0.38%
13,400
48
$576K 0.32%
3,027
49
$561K 0.32%
3,450
50
$476K 0.27%
2,350
-400
1
2
3