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
$135M
AUM Growth
-$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$349K
2 +$312K
3 +$308K
4
IP icon
International Paper
IP
+$303K
5
JPM icon
JPMorgan Chase
JPM
+$281K

Top Sells

1 +$534K
2 +$496K
3 +$370K
4
ABBV icon
AbbVie
ABBV
+$358K
5
QCOM icon
Qualcomm
QCOM
+$342K

Sector Composition

1 Consumer Staples 12.99%
2 Energy 12.29%
3 Healthcare 12.28%
4 Industrials 11.46%
5 Technology 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,397
127
-2,000
128
-9,200
129
-7,452
130
-8,000
131
-12,645
132
-4,744
133
-11,095