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
$2.78B
AUM Growth
+$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$81.4M
3
+$55M
4
DCT
DCT Industrial Trust Inc.
DCT
+$32.4M
5
TCO
Taubman Centers Inc.
TCO
+$23.2M

Top Sells

1
+$13M
2
+$12.7M
3
+$11.5M
4
SPG icon
Simon Property Group
SPG
+$11.3M
5
WELL icon
Welltower
WELL
+$9.72M

Sector Composition

1 Real Estate 88.28%
2 Consumer Discretionary 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.38M 0.23%
240,000
-13,000
52
$3.15M 0.11%
21,362
+333
1 2
3