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
$334M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Sells

1 +$668K
2 +$600K
3 +$359K
4
T icon
AT&T
T
+$243K
5
ESS icon
Essex Property Trust
ESS
+$218K

Sector Composition

1 Technology 17.37%
2 Communication Services 14.25%
3 Healthcare 10.97%
4 Financials 9.35%
5 Consumer Staples 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$139K 0.04%
+10,416
177
$125K 0.04%
17,419
-2,696
178
$118K 0.04%
11,929
-2,000
179
-13,876
180
-919