SCM

Schneider Capital Management Portfolio holdings

AUM $175M
1-Year Est. Return 42.5%
This Quarter Est. Return
1 Year Est. Return
-42.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$509M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$30.7M
2 +$20.9M
3 +$14.7M
4
SM icon
SM Energy
SM
+$13.4M
5
MCHB
Mechanics Bancorp
MCHB
+$6.1M

Top Sells

1 +$37M
2 +$17.8M
3 +$15.3M
4
KEY icon
KeyCorp
KEY
+$9.44M
5
CHK
Chesapeake Energy Corporation
CHK
+$9.08M

Sector Composition

1 Energy 36.54%
2 Financials 24.65%
3 Industrials 14.75%
4 Consumer Discretionary 4.79%
5 Healthcare 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-877,752