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SCA

Secor Capital Advisors Portfolio holdings

AUM $485M
1-Year Est. Return 3.33%
This Fund
S&P 500
This Quarter Est. Return
+3.27%
1 Year Est. Return
+3.33%
3 Year Est. Return
+43.51%
5 Year Est. Return
+39.33%
10 Year Est. Return
AUM
$794M
AUM Growth
+$65.8M
Cap. Flow
+$59.9M
Cap. Flow %
7.54%
Top 10 Hldgs %
12.76%
Holding
818
New
232
Increased
215
Reduced
114
Closed
257

Sector Composition

Rank Sector Weight
1 Industrials 12.18%
2 Healthcare 9.72%
3 Technology 9.48%
4 Financials 8.75%
5 Consumer Discretionary 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TNET icon
701
TriNet
TNET
$2.84B
-70,663
Closed -$1.01M
TNL icon
702
Travel + Leisure Co
TNL
$4.54B
-10,125
Closed -$349K
TTEK icon
703
Tetra Tech
TTEK
$8.23B
-35,590
Closed -$212K
TTSH
704
DELISTED
Tile Shop Holdings
TTSH
-12,573
Closed -$187K
TTWO icon
705
Take-Two Interactive
TTWO
$43B
-7,144
Closed -$269K
UE icon
706
Urban Edge Properties
UE
$2.94B
-42,344
Closed -$1.09M
UFCS icon
707
United Fire Group
UFCS
$1.32B
-11,494
Closed -$504K
UFPI icon
708
UFP Industries
UFPI
$4.97B
-7,827
Closed -$224K
UIS icon
709
Unisys
UIS
$227M
-10,348
Closed -$80K
URBN icon
710
Urban Outfitters
URBN
$5.99B
-9,136
Closed -$302K
UTHR icon
711
United Therapeutics
UTHR
$26.3B
-10,698
Closed -$1.19M
VIAV icon
712
Viavi Solutions
VIAV
$9.75B
-153,045
Closed -$1.05M
VLO icon
713
CALL
Valero Energy
VLO
$89.8B
-3,400
Closed -$218K
VLO icon
714
Valero Energy
VLO
$89.8B
-5,791
Closed -$371K
VLO icon
715
PUT
Valero Energy
VLO
$89.8B
-3,700
Closed -$238K
VMI icon
716
Valmont Industries
VMI
$9.44B
-3,793
Closed -$470K
VOYA icon
717
Voya Financial
VOYA
$8.94B
-19,862
Closed -$591K
VRTX icon
718
Vertex Pharmaceuticals
VRTX
$121B
-13,017
Closed -$1.03M
WERN icon
719
Werner Enterprises
WERN
$2.54B
-35,968
Closed -$977K
WKC icon
720
World Kinect Corp
WKC
$1.96B
-29,679
Closed -$1.44M
WMT icon
721
CALL
Walmart Inc
WMT
$871B
-6,000
Closed -$137K
WMT icon
722
PUT
Walmart Inc
WMT
$871B
-5,100
Closed -$116K
WOR icon
723
Worthington Enterprises
WOR
$2.76B
-19,177
Closed -$421K
WPC icon
724
W.P. Carey
WPC
$17.1B
-8,649
Closed -$527K
WRB icon
725
W.R. Berkley
WRB
$28B
-186,087
Closed -$3.1M

Similar funds

Secor Capital Advisors's Q2 2016 Portfolio in Review

As of Q2 2016, Secor Capital Advisors held 818 positions worth $794M, up 9% from $728M the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Secor Capital Advisors deployed $59.9M of net new capital in Q2 2016, opening 232 new positions and adding to 215 existing holdings. Its largest new stake was Molson Coors Class B: 72,042 shares worth $7.29M.

By sector, the portfolio is most concentrated in Industrials at 12% of assets, up from 8.4% a quarter earlier, followed by Healthcare and Technology.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $78.9M trimmed.

  • Secor Capital Advisors's largest Q2 2016 buy was Molson Coors Class B: 72,042 shares worth $7.29M.
  • Secor Capital Advisors added most to Capital One in Q2 2016, an estimated $7.74M increase.
  • Secor Capital Advisors's biggest Q2 2016 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $78.9M.
  • Secor Capital Advisors fully exited iShares MSCI Mexico ETF in Q2 2016, selling an estimated $11M.
  • Secor Capital Advisors's ten largest holdings make up 13% of its $794M portfolio in Q2 2016.
  • Secor Capital Advisors opened 232 new positions and closed 257 in Q2 2016.
  • Secor Capital Advisors's portfolio value rose 9% quarter-over-quarter to $794M.

Based on Secor Capital Advisors's 13F filing for Q2 2016, filed 9 Aug 2016.