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
$994M
AUM Growth
-$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$41.1M
2 +$34.2M
3 +$32.6M
4
QRVO icon
Qorvo
QRVO
+$24.1M
5
OSH
Oak Street Health, Inc.
OSH
+$17.7M

Top Sells

1 +$41.5M
2 +$40.7M
3 +$33.5M
4
ENS icon
EnerSys
ENS
+$30.9M
5
SGI
Somnigroup International
SGI
+$25.4M

Sector Composition

1 Industrials 31.37%
2 Technology 30.86%
3 Consumer Discretionary 13.4%
4 Healthcare 9.34%
5 Materials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0