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
$2.17B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$9.6M
3
+$9.26M
4
MLI icon
Mueller Industries
MLI
+$8.19M
5
BMY icon
Bristol-Myers Squibb
BMY
+$7.68M

Top Sells

1
+$15.6M
2
+$14.2M
3
+$12.2M
4
META icon
Meta Platforms (Facebook)
META
+$8.28M
5
ATKR icon
Atkore
ATKR
+$6.53M

Sector Composition

1 Financials 20.88%
2 Technology 18.79%
3 Healthcare 15.89%
4 Industrials 15.8%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.14M 0.05%
57,702
+915
127
$1.11M 0.05%
5,155
-119
128
$989K 0.05%
20,630
-451
129
$819K 0.04%
12,482
130
$559K 0.03%
763
131
$525K 0.02%
23,755
-2,779
132
$491K 0.02%
3,720
133
$450K 0.02%
12,214
134
$415K 0.02%
5,374
+32
135
$408K 0.02%
10,608
136
$376K 0.02%
10,650
+2,422
137
$375K 0.02%
48,939
138
$366K 0.02%
28,069
139
$349K 0.02%
13,076
140
$346K 0.02%
5,005
141
$338K 0.02%
11,814
142
$335K 0.02%
18,321
143
$327K 0.02%
2,183
144
$323K 0.01%
8,150
145
$323K 0.01%
19,762
146
$318K 0.01%
10,866
147
$311K 0.01%
+2,388
148
$306K 0.01%
4,327
149
$302K 0.01%
5,979
150
$293K 0.01%
4,119
4 5
6
7 8