SCM

SCS Capital Management Portfolio holdings

AUM $9.02B
1-Year Est. Return 12.44%
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.69B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Sells

1 +$211M
2 +$60.5M
3 +$32.8M
4
VTV icon
Vanguard Value ETF
VTV
+$31.4M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$25.1M

Sector Composition

1 Technology 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.24M 0.05%
25,684
-66,384
27
$995K 0.04%
+13,600
28
$826K 0.03%
12,490
-98,023
29
$669K 0.02%
19,849
-314,996