SM

Scale Management Portfolio holdings

AUM $359M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$57.8M
2 +$28.4M
3 +$25.5M
4
ALIM
Alimera Sciences
ALIM
+$25.3M
5
RNG icon
RingCentral
RNG
+$19.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 44.35%
2 Healthcare 41.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$57.8M 33.04%
+1,721,075
2
$28.4M 16.23%
+2,204,563
3
$25.5M 14.55%
+1,727,632
4
$25.3M 14.42%
+303,899
5
$19.8M 11.31%
+1,327,688
6
$18.3M 10.44%
+301,745