We are live on ! Find out more
SCPM

Sea Cliff Partners Management Portfolio holdings

AUM $194M
1-Year Est. Return 8.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$10.4M
3
+$2.57M
4
EVH icon
Evolent Health
EVH
+$2.26M
5
GDDY icon
GoDaddy
GDDY
+$2M

Top Sells

1
+$12M
2
+$11.2M
3
+$8.83M
4
HXL icon
Hexcel
HXL
+$8.15M
5
JHX icon
James Hardie Industries
JHX
+$6.67M

Sector Composition

1 Technology 33.02%
2 Industrials 19.46%
3 Healthcare 17.98%
4 Consumer Discretionary 14.62%
5 Consumer Staples 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.6M 13.23%
1,170,000
-481,171
2
$21.8M 8.34%
210,000
+24,218
3
$20.8M 7.98%
2,973,718
-281,656
4
$19.9M 7.6%
1,101,680
+511,477
5
$19.7M 7.53%
214,500
+5,302
6
$18.5M 7.08%
295,000
-132,750
7
$17.8M 6.81%
87,680
-43,320
8
$17.4M 6.68%
+82,503
9
$16.4M 6.28%
607,700
-67,300
10
$14.9M 5.71%
277,000
-33,000
11
$14.6M 5.59%
1,892,408
-274,384
12
$14.4M 5.5%
105,000
+13,005
13
$12.4M 4.75%
1,466,867
+233,039
14
$12.1M 4.63%
630,000
-278,385
15
$6.03M 2.31%
26,000
+2,000
16
– –
-100,000