SCM
Schnieders Capital Management Portfolio holdings
AUM
$570M
1-Year Est. Return
19.75%
1 Year Est. Return
+19.75%
AUM
$570M
AUM Growth
+$102M
(+22%)
Holding
230
Top Buys
| 1 | +$7.95M | |
| 2 | +$6.5M | |
| 3 | +$5.43M | |
| 4 |
Amazon
AMZN
|
+$4.13M |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$3.52M |
Top Sells
| 1 | +$2.51M | |
| 2 | +$955K | |
| 3 | +$871K | |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$554K |
| 5 |
United Parcel Service
UPS
|
+$391K |
Sector Composition
| 1 | Technology | 25.36% |
| 2 | Communication Services | 10.91% |
| 3 | Financials | 9.82% |
| 4 | Healthcare | 7.59% |
| 5 | Consumer Discretionary | 6.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Conagra Brands
CAG
$8.74B
| – | – |
-8,650
|
|
||
227
ConocoPhillips
COP
$109B
| – | – |
-2,039
|
|
||
228
DuPont de Nemours
DD
$32.7B
| – | – |
-2,770
|
|
||
229
Motorola Solutions
MSI
$72.8B
| – | – |
-624
|
|
||
|
230
United Parcel Service
UPS
$72.6B
| – | – |
-3,559
|
|