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
$193M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1 +$272K
2 +$207K
3 +$62.9K
4
BGG
Briggs & Stratton Corp.
BGG
+$59.7K
5
DD
Du Pont De Nemours E I
DD
+$55K

Top Sells

1 +$226K
2 +$162K
3 +$145K
4
GE icon
GE Aerospace
GE
+$135K
5
VZ icon
Verizon
VZ
+$127K

Sector Composition

1 Healthcare 27.04%
2 Industrials 14.33%
3 Technology 13.04%
4 Energy 11.02%
5 Consumer Staples 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$437K 0.23%
6,980
+175
52
$437K 0.23%
20,900
-1,000
53
$402K 0.21%
6,270
54
$379K 0.2%
9,050
55
$378K 0.2%
3,950
56
$345K 0.18%
4,300
57
$262K 0.14%
4,660
58
$254K 0.13%
12,000
-1,400
59
$253K 0.13%
2,845
60
$233K 0.12%
3,293
61
$229K 0.12%
2,700
62
$229K 0.12%
6,333
63
$210K 0.11%
2,200
64
$208K 0.11%
9,950
-2,375
65
$207K 0.11%
+4,943