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
$194M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$3.95M
3
+$3.17M
4
DD icon
DuPont de Nemours
DD
+$2.9M
5
GT icon
Goodyear
GT
+$1.67M

Top Sells

1
+$5.02M
2
+$2.78M
3
+$468K
4
MSFT icon
Microsoft
MSFT
+$209K
5
HON icon
Honeywell
HON
+$177K

Sector Composition

1 Technology 19.17%
2 Healthcare 18.88%
3 Consumer Discretionary 13.35%
4 Energy 9.81%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.13M 1.61%
85,296
+6,500
27
$2.96M 1.52%
42,367
-125
28
$2.37M 1.22%
24,843
+450
29
$2.01M 1.04%
148,350
-4,400
30
$1.93M 1%
30,150
31
$1.66M 0.86%
31,169
32
$1.64M 0.85%
9,995
33
$1.59M 0.82%
9,090
-418
34
$1.52M 0.78%
31,125
+2,750
35
$1.28M 0.66%
7,850
-300
36
$1.16M 0.6%
19,324
37
$1.12M 0.58%
37,775
38
$1.1M 0.57%
9,350
39
$1.04M 0.54%
14,350
40
$1.04M 0.54%
11,700
-600
41
$1.04M 0.54%
12,685
42
$972K 0.5%
10,050
-750
43
$918K 0.47%
7,800
-100
44
$883K 0.46%
11,472
45
$767K 0.4%
3,400
46
$753K 0.39%
2,350
47
$693K 0.36%
12,250
48
$547K 0.28%
3,850
49
$540K 0.28%
3,027
50
$530K 0.27%
6,151
+380
1
2
3