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
$3.3B
AUM Growth
-$621M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$57M
2
+$25.7M
3
+$21.3M
4
UNP icon
Union Pacific
UNP
+$20.6M
5
CBI
Chicago Bridge & Iron Nv
CBI
+$16.2M

Top Sells

1
+$59.9M
2
+$46.7M
3
+$36.6M
4
ADEA icon
Adeia
ADEA
+$21.7M
5
UNH icon
UnitedHealth
UNH
+$21.4M

Sector Composition

1 Financials 23.59%
2 Technology 19.2%
3 Industrials 13.95%
4 Healthcare 12.03%
5 Communication Services 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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208
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210
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217
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5 6 7 8
9