SCRM

Security Capital Research & Management Portfolio holdings

AUM $2.36B
1-Year Est. Return 5.25%
This Quarter Est. Return
1 Year Est. Return
-5.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.46B
AUM Growth
-$79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$28.1M
3
+$17.4M
4
LHO
LaSalle Hotel Properties
LHO
+$15.8M
5
BRE
BRE PROPERTIES INC CL A
BRE
+$13.2M

Top Sells

1
+$110M
2
+$75.1M
3
+$53.4M
4
AIV
Aimco
AIV
+$36.7M
5
SPG icon
Simon Property Group
SPG
+$36.1M

Sector Composition

1 Real Estate 92.4%
2 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-5,900
52
– –
-922,504
1 2
3