SC
Schooner Capital Portfolio holdings
AUM
$23.2M
1-Year Return
17.29%
This Quarter Return
-26.73%
1 Year Return
-17.29%
3 Year Return
-31.13%
5 Year Return
-12.33%
10 Year Return
–
AUM
$230M
AUM Growth
–
Cap. Flow
+$230M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Iron Mountain
IRM
|
$230M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Iron Mountain
IRM
$27.2B
| $230M | 100% |
+9,347,327
| New | +$230M |
|