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
$157M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1 +$2.18M
2 +$351K
3 +$218K
4
SO icon
Southern Company
SO
+$218K
5
CSX icon
CSX Corp
CSX
+$210K

Top Sells

1 +$547K
2 +$379K
3 +$263K
4
PFE icon
Pfizer
PFE
+$248K
5
LOW icon
Lowe's Companies
LOW
+$233K

Sector Composition

1 Technology 21.93%
2 Healthcare 16.56%
3 Consumer Discretionary 15.46%
4 Financials 11.07%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$379K 0.24%
2,364
52
$375K 0.24%
3,500
53
$372K 0.24%
9,040
54
$351K 0.22%
+4,436
55
$349K 0.22%
5,105
56
$317K 0.2%
6,350
57
$304K 0.19%
5,037
58
$253K 0.16%
1,100
59
$233K 0.15%
3,970
60
$230K 0.15%
2,600
-400
61
$230K 0.15%
4,200
62
$218K 0.14%
+10,000
63
$218K 0.14%
+3,550
64
$210K 0.13%
+6,957
65
$201K 0.13%
+1,674