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
$3.2B
AUM Growth
+$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$60M
3
+$36.5M
4
VTR icon
Ventas
VTR
+$9.92M
5
SITC icon
SITE Centers
SITC
+$9.87M

Top Sells

1
+$31.5M
2
+$19.6M
3
+$14.6M
4
EQR icon
Equity Residential
EQR
+$12M
5
SPG icon
Simon Property Group
SPG
+$11.2M

Sector Composition

1 Real Estate 88.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$403K 0.01%
25,211
-11,403
52
$254K 0.01%
11,675
53
$199K 0.01%
+5,829
54
$192K 0.01%
2,100
55
$147K ﹤0.01%
2,825
56
– –
-105,150
1 2
3