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
$1.88B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$5.53M
2 +$4.56M
3 +$4.36M
4
QCOM icon
Qualcomm
QCOM
+$4.15M
5
RHI icon
Robert Half
RHI
+$4.01M

Top Sells

1 +$6.31M
2 +$5.47M
3 +$5.06M
4
OGN icon
Organon & Co
OGN
+$4.52M
5
CXT icon
Crane NXT
CXT
+$4.01M

Sector Composition

1 Financials 22.66%
2 Technology 18.31%
3 Healthcare 17.74%
4 Industrials 13.63%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1.08M 0.06%
26,979
-2,399
127
$1.02M 0.05%
+12,784
128
$1M 0.05%
+47,181
129
$986K 0.05%
59,932
-5,329
130
$967K 0.05%
+3,493
131
$967K 0.05%
+32,782
132
$820K 0.04%
6,701
133
$807K 0.04%
85,284
134
$779K 0.04%
7,747
135
$757K 0.04%
30,247
136
$753K 0.04%
7,140
-59
137
$748K 0.04%
12,947
-2,825
138
$723K 0.04%
3,065
139
$699K 0.04%
25,374
+7,709
140
$684K 0.04%
31,500
141
$683K 0.04%
36,370
142
$650K 0.03%
23,000
143
$626K 0.03%
15,887
+8,217
144
$622K 0.03%
+34,749
145
$616K 0.03%
+24,798
146
$588K 0.03%
11,032
147
$579K 0.03%
21,267
148
$579K 0.03%
15,491
-34,503
149
$577K 0.03%
15,458
150
$562K 0.03%
18,269