SC
Schulhoff & Co Portfolio holdings
AUM
$225M
This Quarter Return
+3.89%
1 Year Return
+9.07%
3 Year Return
+30.1%
5 Year Return
+76.09%
10 Year Return
+153.66%
AUM
$163M
AUM Growth
+$163M
(+0.24%)
Cap. Flow
-$3.79M
Cap. Flow
% of AUM
-2.33%
Top 10 Holdings %
Top 10 Hldgs %
44.36%
Holding
112
New
3
Increased
25
Reduced
44
Closed
5
Top Buys
| 1 |
Wells Fargo
WFC
|
$213K |
| 2 |
Illinois Tool Works
ITW
|
$209K |
| 3 |
AbbVie
ABBV
|
$37.4K |
| 4 |
Estee Lauder
EL
|
$36.3K |
| 5 |
Brown-Forman Class B
BF.B
|
$21.3K |
Top Sells
| 1 |
MON
Monsanto Co
MON
|
$306K |
| 2 |
WesBanco
WSBC
|
$301K |
| 3 |
Exxon Mobil
XOM
|
$270K |
| 4 |
Pfizer
PFE
|
$262K |
| 5 |
Procter & Gamble
PG
|
$225K |
Sector Composition
| 1 | Consumer Staples | 24.93% |
| 2 | Financials | 16.97% |
| 3 | Healthcare | 9.63% |
| 4 | Industrials | 9.27% |
| 5 | Energy | 9.22% |
