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SCP

Seizert Capital Partners Portfolio holdings

AUM $2.17B
1-Year Est. Return 11.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.21B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$44.8M
3
+$29.5M
4
CI icon
Cigna
CI
+$28.9M
5
ELV icon
Elevance Health
ELV
+$11.6M

Top Sells

1
+$42M
2
+$38M
3
+$29.3M
4
WBD icon
Warner Bros
WBD
+$25.2M
5
JPM icon
JPMorgan Chase
JPM
+$13.8M

Sector Composition

1 Technology 20.74%
2 Industrials 17.91%
3 Financials 17.71%
4 Healthcare 17.18%
5 Consumer Discretionary 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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178
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179
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-31,915
180
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-598,126
181
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-15,206
182
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-58,447
183
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-61,565
184
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-173,617
185
– –
-18,230
186
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-72,836
4 5 6 7
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