SCM
SCS Capital Management Portfolio holdings
AUM
$9.18B
1-Year Est. Return
14.03%
1 Year Est. Return
+14.03%
AUM
$9.18B
AUM Growth
+$155M
(+1.7%)
Holding
577
Top Buys
| 1 | +$263M | |
| 2 | +$65.4M | |
| 3 | +$13.8M | |
| 4 |
Highwoods Properties
HIW
|
+$10.3M |
| 5 |
FedEx
FDX
|
+$10M |
Top Sells
| 1 | +$241M | |
| 2 | +$134M | |
| 3 | +$58.9M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$47.4M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$24.7M |
Sector Composition
| 1 | Technology | 3.53% |
| 2 | Financials | 3.03% |
| 3 | Healthcare | 2.4% |
| 4 | Industrials | 1.57% |
| 5 | Consumer Discretionary | 1.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
576
Zoetis
ZTS
$52.3B
| – | – |
-2,235
|
|
||
|
OKLO
577
Oklo
OKLO
$13.7B
| – | – |
-6,241
|
|