SCM
Schnieders Capital Management Portfolio holdings
AUM
$570M
This Quarter Return
+6.72%
1 Year Return
+19.75%
3 Year Return
+78.63%
5 Year Return
+130.13%
10 Year Return
+276.15%
AUM
$367M
AUM Growth
+$367M
(+10%)
Cap. Flow
+$14.7M
Cap. Flow
% of AUM
4%
Top 10 Holdings %
Top 10 Hldgs %
35.49%
Holding
190
New
12
Increased
81
Reduced
60
Closed
1
Top Buys
| 1 |
Apple
AAPL
|
$1.92M |
| 2 |
JPMorgan Chase
JPM
|
$942K |
| 3 |
IBM
IBM
|
$765K |
| 4 |
Amazon
AMZN
|
$760K |
| 5 |
UnitedHealth
UNH
|
$583K |
Top Sells
| 1 |
American Tower
AMT
|
$284K |
| 2 |
Simon Property Group
SPG
|
$208K |
| 3 |
Qualcomm
QCOM
|
$183K |
| 4 |
NVIDIA
NVDA
|
$124K |
| 5 |
General Mills
GIS
|
$113K |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Communication Services | 14.21% |
| 3 | Healthcare | 10.6% |
| 4 | Financials | 9.82% |
| 5 | Real Estate | 7.31% |
