SCP

Seizert Capital Partners Portfolio holdings

AUM $2.31B
1-Year Est. Return 13.7%
This Quarter Est. Return
1 Year Est. Return
+13.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.02B
AUM Growth
+$751M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$74.5M
2
+$70.8M
3
+$64.6M
4
FWONA icon
Liberty Media Series A
FWONA
+$39.9M
5
QCOM icon
Qualcomm
QCOM
+$30.9M

Top Sells

1
+$62.4M
2
+$53.5M
3
+$51.7M
4
FWLT
FOSTER WHEELER AG (SWITZERLAND)
FWLT
+$51.1M
5
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$13M

Sector Composition

1 Financials 23.5%
2 Technology 22.51%
3 Healthcare 12.14%
4 Energy 11.34%
5 Communication Services 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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174
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