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

Top Sells

1
+$34.1M
2
+$8.51M
3
+$8.09M
4
PH icon
Parker-Hannifin
PH
+$5.48M
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$5.27M

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
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