SCM
Schnieders Capital Management Portfolio holdings
AUM
$570M
This Quarter Return
+8.45%
1 Year Return
+19.75%
3 Year Return
+78.63%
5 Year Return
+130.13%
10 Year Return
+276.15%
AUM
$267M
AUM Growth
+$267M
(+6.2%)
Cap. Flow
+$11.7M
Cap. Flow
% of AUM
4.38%
Top 10 Holdings %
Top 10 Hldgs %
35.4%
Holding
167
New
4
Increased
57
Reduced
63
Closed
10
Top Buys
| 1 |
Apple
AAPL
|
$13.6M |
| 2 |
US Bancorp
USB
|
$1M |
| 3 |
Merck
MRK
|
$614K |
| 4 |
General Mills
GIS
|
$409K |
| 5 |
Intel
INTC
|
$397K |
Top Sells
Sector Composition
| 1 | Technology | 18.58% |
| 2 | Communication Services | 13.73% |
| 3 | Healthcare | 11.83% |
| 4 | Consumer Staples | 8.78% |
| 5 | Financials | 7.27% |
