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
$1.52B
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$15.4M
3
+$15.1M
4
DFS
Discover Financial Services
DFS
+$8.92M
5
CW icon
Curtiss-Wright
CW
+$6.82M

Top Sells

1
+$23.2M
2
+$7.08M
3
+$6.53M
4
MSFT icon
Microsoft
MSFT
+$6.2M
5
TT icon
Trane Technologies
TT
+$5.86M

Sector Composition

1 Technology 18.27%
2 Financials 17.69%
3 Healthcare 16.7%
4 Industrials 15.56%
5 Communication Services 11.37%
Name Market Value Portfolio Weight Shares or Principal Change
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