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
$4.69B
AUM Growth
-$617M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$98.7M
2 +$49.6M
3 +$17.6M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.8M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.43M

Top Sells

1 +$106M
2 +$98.4M
3 +$85.7M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$66.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$66.7M

Sector Composition

1 Technology 1.77%
2 Communication Services 0.99%
3 Real Estate 0.76%
4 Consumer Discretionary 0.58%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-5,134