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
$2.44B
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$45.1M
3
+$40.4M
4
MAC icon
Macerich
MAC
+$26.9M
5
WELL icon
Welltower
WELL
+$25.8M

Top Sells

1
+$29.4M
2
+$29.4M
3
+$25.9M
4
VRE
Veris Residential
VRE
+$20.4M
5
EGP icon
EastGroup Properties
EGP
+$19.7M

Sector Composition

1 Real Estate 92.51%
2 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-820,820
52
– –
-1,139,090
53
– –
-1,966,930
54
– –
-474,194
1 2
3