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
51
$499K 0.28%
6,067
52
$449K 0.25%
5,771
53
$421K 0.24%
7,600
54
$386K 0.22%
8,775
55
$330K 0.18%
4,298
56
$287K 0.16%
6,000
57
$277K 0.15%
2,700
58
$269K 0.15%
3,219
59
$247K 0.14%
4,900
60
$240K 0.13%
2,200
61
$237K 0.13%
4,643
62
$235K 0.13%
3,621
63
$227K 0.13%
6,300
64
$207K 0.12%
+1,200