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
$170M
AUM Growth
+$5.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$587K
3 +$531K
4
AAPL icon
Apple
AAPL
+$516K
5
IBM icon
IBM
IBM
+$427K

Top Sells

1 +$672K
2 +$377K
3 +$366K
4
GOV
Government Properties Income Trust
GOV
+$265K
5
EMC
EMC CORPORATION
EMC
+$262K

Sector Composition

1 Healthcare 15.91%
2 Industrials 11.68%
3 Financials 11.61%
4 Consumer Staples 11.51%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$204K 0.12%
3,461
-213
127
$203K 0.12%
4,650
-3,250
128
$202K 0.12%
6,200
129
$138K 0.08%
13,660
130
-2,825
131
-9,200
132
-2,015
133
-7,455