SCM

Schnieders Capital Management Portfolio holdings

AUM $570M
1-Year Est. Return 19.75%
This Quarter Est. Return
1 Year Est. Return
+19.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1 +$4.94M
2 +$1.11M
3 +$999K
4
AAPL icon
Apple
AAPL
+$756K
5
PEP icon
PepsiCo
PEP
+$715K

Top Sells

1 +$1.27M
2 +$740K
3 +$454K
4
PAA icon
Plains All American Pipeline
PAA
+$433K
5
EMN icon
Eastman Chemical
EMN
+$276K

Sector Composition

1 Energy 13.62%
2 Consumer Staples 12.7%
3 Industrials 12.42%
4 Healthcare 12.08%
5 Technology 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$147K 0.1%
+16,560
127
$140K 0.1%
+14,759
128
$116K 0.08%
6,000
129
-3,200
130
-36,608
131
-7,850
132
-10,113
133
-26,985
134
-6,957
135
-3,445