SCP

Seizert Capital Partners Portfolio holdings

AUM $2.28B
1-Year Est. Return 17.42%
This Quarter Est. Return
1 Year Est. Return
+17.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
-$650M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$15.1M
3
+$10.1M
4
SYY icon
Sysco
SYY
+$9.3M
5
DGX icon
Quest Diagnostics
DGX
+$8.74M

Top Sells

1
+$25.6M
2
+$17.6M
3
+$12.9M
4
BAC icon
Bank of America
BAC
+$12.8M
5
BIIB icon
Biogen
BIIB
+$12.8M

Sector Composition

1 Technology 23.08%
2 Healthcare 19.53%
3 Financials 13.11%
4 Industrials 12.87%
5 Communication Services 12.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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