SM

Sciencast Management Portfolio holdings

AUM $535M
1-Year Est. Return 19.45%
This Quarter Est. Return
1 Year Est. Return
+19.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.89M
3
+$1.89M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.89M
5
MCD icon
McDonald's
MCD
+$1.89M

Top Sells

1
+$1.19M
2
+$1.18M
3
+$1.17M
4
ADP icon
Automatic Data Processing
ADP
+$1.16M
5
KO icon
Coca-Cola
KO
+$1.16M

Sector Composition

1 Technology 17.39%
2 Industrials 15.6%
3 Consumer Discretionary 13.91%
4 Financials 11.45%
5 Healthcare 11.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$548K 0.25%
+7,600
152
$544K 0.25%
+8,836
153
$544K 0.25%
+10,755
154
$543K 0.25%
+3,732
155
$536K 0.24%
9,706
+395
156
$535K 0.24%
+6,848
157
$534K 0.24%
+3,700
158
$533K 0.24%
14,418
+8,018
159
$532K 0.24%
+30,120
160
$523K 0.24%
+21,330
161
$520K 0.24%
9,772
-5,224
162
$520K 0.24%
+4,505
163
$518K 0.24%
+1,828
164
$514K 0.23%
+6,405
165
$509K 0.23%
9,502
-2,704
166
$501K 0.23%
+3,094
167
$501K 0.23%
17,869
+7,643
168
$495K 0.22%
+2,750
169
$495K 0.22%
+15,517
170
$493K 0.22%
+12,024
171
$486K 0.22%
+5,956
172
$485K 0.22%
+8,161
173
$479K 0.22%
+2,561
174
$478K 0.22%
+34,502
175
$476K 0.22%
+2,600
5 6
7
8 9