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
$2.77B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1 +$19.9M
2 +$8.21M
3 +$8.11M
4
SJM icon
J.M. Smucker
SJM
+$5.96M
5
FFIV icon
F5
FFIV
+$4.07M

Sector Composition

1 Financials 25.08%
2 Technology 17.68%
3 Healthcare 14.77%
4 Industrials 12.52%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$579K 0.02%
14,433
+709
152
$556K 0.02%
4,295
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153
$551K 0.02%
22,118
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154
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155
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26,268
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156
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157
$491K 0.02%
31,146
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158
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159
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46,409
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160
$474K 0.02%
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161
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162
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163
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164
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165
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33,321
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170
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171
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172
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3,408
173
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24,145
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174
$368K 0.01%
2,400
175
$367K 0.01%
14,776
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