SCRM

Security Capital Research & Management Portfolio holdings

AUM $2.36B
1-Year Est. Return 5.25%
This Fund
S&P 500
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
+$35.5M
2
+$26.5M
3
+$17.1M
4
LHO
LaSalle Hotel Properties
LHO
+$15.7M
5
BRE
BRE PROPERTIES INC CL A
BRE
+$12.7M

Top Sells

1
+$107M
2
+$72.5M
3
+$51.7M
4
AIV
Aimco
AIV
+$35M
5
SPG icon
Simon Property Group
SPG
+$34.8M

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
– –
-922,504
52
– –
-51,100
1 2
3