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
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$83.5K
2
+$52.5K
3
+$47.8K
4
KMB icon
Kimberly-Clark
KMB
+$45.2K
5
HD icon
Home Depot
HD
+$44.9K

Top Sells

1
+$1.93M
2
+$1.79M
3
+$1.67M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.26M
5
MSFT icon
Microsoft
MSFT
+$479K

Sector Composition

1 Technology 22.03%
2 Healthcare 13.71%
3 Consumer Discretionary 13.11%
4 Energy 11.55%
5 Financials 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.7M 1.51%
494,084
+2,034
27
$2.34M 1.31%
17,179
+350
28
$2.05M 1.15%
81,575
-3,300
29
$1.93M 1.08%
16,330
-333
30
$1.75M 0.98%
19,994
31
$1.51M 0.85%
23,950
32
$1.44M 0.81%
8,260
33
$1.41M 0.79%
12,225
34
$1.39M 0.78%
11,650
+700
35
$1.26M 0.71%
137,750
36
$1.18M 0.66%
3,950
+150
37
$943K 0.53%
3,294
38
$939K 0.53%
37,000
-16,600
39
$889K 0.5%
5,381
40
$751K 0.42%
4,070
41
$738K 0.41%
4,830
42
$722K 0.4%
9,517
+267
43
$686K 0.38%
5,511
+39
44
$683K 0.38%
2,950
45
$603K 0.34%
8,773
46
$579K 0.32%
11,687
-100
47
$523K 0.29%
2,300
48
$521K 0.29%
4,233
+367
49
$494K 0.28%
1,989
+150
50
$486K 0.27%
4,805
1
2
3