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
$237M
AUM Growth
+$4.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$551K
2 +$413K
3 +$380K
4
WY icon
Weyerhaeuser
WY
+$380K
5
XYZ
Block Inc
XYZ
+$333K

Top Sells

1 +$2.61M
2 +$919K
3 +$521K
4
KMB icon
Kimberly-Clark
KMB
+$367K
5
PEP icon
PepsiCo
PEP
+$365K

Sector Composition

1 Healthcare 12.88%
2 Financials 12.38%
3 Communication Services 11.22%
4 Technology 10.88%
5 Energy 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$105K 0.04%
11,441
+400
152
-4,287
153
-3,271
154
-4,097
155
-1,505
156
-16,510
157
-12,500