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
$179M
AUM Growth
-$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1 +$3.21M
2 +$618K
3 +$362K
4
JPM icon
JPMorgan Chase
JPM
+$229K
5
AMGN icon
Amgen
AMGN
+$207K

Top Sells

1 +$7.38M
2 +$139K
3 +$64.6K
4
MSFT icon
Microsoft
MSFT
+$62K
5
JNJ icon
Johnson & Johnson
JNJ
+$36.4K

Sector Composition

1 Healthcare 20.08%
2 Technology 17.21%
3 Industrials 10.12%
4 Energy 9.6%
5 Consumer Discretionary 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.52M 1.41%
78,796
-1,000
27
$2.23M 1.25%
24,393
+2,500
28
$1.81M 1.01%
152,750
+1,250
29
$1.66M 0.93%
9,508
30
$1.62M 0.9%
30,150
+3,275
31
$1.6M 0.89%
9,995
+200
32
$1.51M 0.85%
31,169
33
$1.29M 0.72%
28,375
-600
34
$1.25M 0.7%
8,150
35
$1.1M 0.62%
19,324
36
$1.08M 0.6%
37,775
37
$1.06M 0.59%
14,350
38
$1.02M 0.57%
12,685
-800
39
$1.02M 0.57%
7,900
-100
40
$978K 0.55%
10,800
41
$975K 0.55%
9,350
42
$892K 0.5%
12,300
-300
43
$858K 0.48%
11,472
44
$796K 0.45%
14,705
-136,336
45
$743K 0.42%
2,350
46
$739K 0.41%
3,400
47
$684K 0.38%
12,250
48
$656K 0.37%
4,461
+139
49
$582K 0.33%
3,027
50
$534K 0.3%
3,850