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
$175M
AUM Growth
-$5.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$985K
2
+$868K
3
+$722K
4
APTV icon
Aptiv
APTV
+$691K
5
JPM icon
JPMorgan Chase
JPM
+$365K

Top Sells

1
+$2.06M
2
+$1.5M
3
+$914K
4
MRK icon
Merck
MRK
+$596K
5
DOV icon
Dover
DOV
+$256K

Sector Composition

1 Technology 21.33%
2 Healthcare 15.07%
3 Consumer Discretionary 13.6%
4 Financials 10.23%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.72M 1.56%
140,262
-5,216
27
$2.54M 1.46%
8,820
-525
28
$2.43M 1.39%
100,914
-6,150
29
$2.36M 1.35%
125,000
-2,900
30
$2.14M 1.23%
20,675
-1,525
31
$1.86M 1.07%
22,245
-200
32
$1.55M 0.89%
177,325
33
$1.48M 0.85%
17,854
-1,250
34
$1.38M 0.79%
112,325
+700
35
$1.1M 0.63%
7,983
36
$1.09M 0.62%
4,700
-350
37
$939K 0.54%
7,552
38
$915K 0.52%
12,450
39
$878K 0.5%
25,697
40
$877K 0.5%
6,175
-325
41
$836K 0.48%
7,050
-250
42
$812K 0.47%
9,344
43
$789K 0.45%
3,650
44
$721K 0.41%
6,450
45
$672K 0.38%
9,518
46
$542K 0.31%
4,844
-197
47
$532K 0.3%
3,795
-400
48
$509K 0.29%
2,364
49
$488K 0.28%
3,350
50
$482K 0.28%
8,600
1
2
3