SCM

Scopia Capital Management Portfolio holdings

AUM $472M
1-Year Est. Return 7.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$972M
AUM Growth
-$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$94.9M
3
+$49M
4
VST icon
Vistra
VST
+$46.3M
5
BABA icon
Alibaba
BABA
+$39.8M

Top Sells

1
+$64.6M
2
+$51.9M
3
+$43.5M
4
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$42.7M
5
UPWK icon
Upwork
UPWK
+$40.5M

Sector Composition

1 Technology 22.15%
2 Industrials 18.36%
3 Utilities 15.71%
4 Consumer Discretionary 14.84%
5 Healthcare 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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27
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-2,783,669
28
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0
29
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0
30
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-17,945
31
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0
32
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0
33
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-407,438
34
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-1,008,841
35
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0
36
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-1,471,241
37
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-902,277
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