SC

Schulhoff & Co Portfolio holdings

AUM $225M
1-Year Est. Return 9.07%
This Quarter Est. Return
1 Year Est. Return
+9.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$229K
2 +$215K
3 +$123K
4
WPZ
Williams Partners L.P.
WPZ
+$108K
5
EL icon
Estee Lauder
EL
+$90.8K

Top Sells

1 +$172K
2 +$153K
3 +$106K
4
BAC icon
Bank of America
BAC
+$29K
5
PG icon
Procter & Gamble
PG
+$13.2K

Sector Composition

1 Consumer Staples 23.96%
2 Financials 16.78%
3 Healthcare 11.16%
4 Industrials 9.75%
5 Energy 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-14,850
102
-1,100