SCP

Seizert Capital Partners Portfolio holdings

AUM $2.37B
1-Year Est. Return 17.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.44%
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
+$11.2M
2
+$9.68M
3
+$9.55M
4
MSM icon
MSC Industrial Direct
MSM
+$7.68M
5
MLI icon
Mueller Industries
MLI
+$7.51M

Top Sells

1
+$13M
2
+$12.6M
3
+$10.7M
4
META icon
Meta Platforms (Facebook)
META
+$7.61M
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
176
$46.5K ﹤0.01%
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4 5 6 7
8