SCM

SeaStone Capital Management Portfolio holdings

AUM $87.2M
1-Year Est. Return 3.48%
This Quarter Est. Return
1 Year Est. Return
-3.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$456M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1 +$25.5M
2 +$20M
3 +$19M
4
BABA icon
Alibaba
BABA
+$13M
5
CMCSA icon
Comcast
CMCSA
+$12M

Top Sells

1 +$36.3M
2 +$16.3M
3 +$11.5M
4
ALLE icon
Allegion
ALLE
+$9.21M
5
HOUS icon
Anywhere Real Estate
HOUS
+$9.11M

Sector Composition

1 Consumer Discretionary 17.82%
2 Communication Services 16.83%
3 Industrials 14.96%
4 Energy 12.24%
5 Real Estate 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0
27
-163,789
28
-230,544
29
0
30
0
31
-172,415
32
0
33
-64,484
34
-952,490
35
-171,224
36
-251,276
37
-365,995
38
0
39
0
40
-84,711
41
0
42
0
43
-78,471
44
-15,375