SCP

Sender Company & Partners Portfolio holdings

AUM $214M
1-Year Est. Return 0.77%
This Quarter Est. Return
1 Year Est. Return
+0.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.1M
AUM Growth
+$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$2.51M
2 +$2.22M
3 +$2.04M
4
KVUE icon
Kenvue
KVUE
+$1.85M
5
TSM icon
TSMC
TSM
+$1.76M

Top Sells

1 +$6.95M
2 +$4.37M
3 +$2.32M
4
SBUX icon
Starbucks
SBUX
+$2.05M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.76M

Sector Composition

1 Technology 27.72%
2 Consumer Discretionary 7.39%
3 Communication Services 4.34%
4 Consumer Staples 3.93%
5 Energy 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$391K 0.67%
+12,935
27
$368K 0.63%
+20,693
28
$333K 0.57%
1,724
-2,552
29
$289K 0.5%
+4,312
30
$203K 0.35%
+1,724
31
$129K 0.22%
+12,934
32
-17,110
33
-2,140
34
-27,374
35
-34,220
36
-30,799
37
0
38
-21,389
39
-8,556
40
-278,037
41
-4,277
42
-8,555
43
-5,989
44
-12,832
45
-161,689
46
-2,139
47
-21,386
48
-21,386
49
-21,388
50
-1,712