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
$165M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$780K
2 +$746K
3 +$573K
4
STON
StoneMor Inc.
STON
+$541K
5
C icon
Citigroup
C
+$483K

Sector Composition

1 Healthcare 15.5%
2 Consumer Staples 11.91%
3 Industrials 11.64%
4 Financials 9.71%
5 Energy 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$200K 0.12%
+7,455
127
$143K 0.09%
13,660
128
-5,521
129
-14,091
130
-2,371
131
-4,632
132
-2,580
133
-1,000
134
-11,450