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
$446M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$1.45M
2 +$494K
3 +$488K
4
DE icon
Deere & Co
DE
+$468K
5
NEE icon
NextEra Energy
NEE
+$343K

Top Sells

1 +$1.64M
2 +$1.61M
3 +$1.54M
4
UPS icon
United Parcel Service
UPS
+$894K
5
DUK icon
Duke Energy
DUK
+$801K

Sector Composition

1 Technology 22.56%
2 Healthcare 12.38%
3 Consumer Staples 10.84%
4 Communication Services 9.77%
5 Financials 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,585
202
-13,900