SCM
SG Capital Management Portfolio holdings
AUM
$1.18B
This Quarter Return
-0.48%
1 Year Return
+26.47%
3 Year Return
+217.81%
5 Year Return
+638.3%
10 Year Return
+1,935.42%
AUM
$306M
AUM Growth
+$306M
(+66%)
Cap. Flow
+$119M
Cap. Flow
% of AUM
38.82%
Top 10 Holdings %
Top 10 Hldgs %
48.41%
Holding
67
New
31
Increased
9
Reduced
4
Closed
23
Top Buys
| 1 |
Extreme Networks
EXTR
|
$20.5M |
| 2 |
Viavi Solutions
VIAV
|
$18.6M |
| 3 |
Quanex
NX
|
$16.7M |
| 4 |
Euronet Worldwide
EEFT
|
$16.1M |
| 5 |
HITT
HITTITE MICROWAVE CORP
HITT
|
$15.7M |
Top Sells
| 1 |
CYNO
Cynosure, Inc. Class A
CYNO
|
$16M |
| 2 |
ATML
ATMEL CORP
ATML
|
$11.6M |
| 3 |
MCRS
MICROS SYSTEMS INC
MCRS
|
$10.3M |
| 4 |
XLNX
Xilinx Inc
XLNX
|
$9.37M |
| 5 |
Monro
MNRO
|
$9.18M |
Sector Composition
| 1 | Technology | 33.55% |
| 2 | Industrials | 33.35% |
| 3 | Consumer Discretionary | 15.6% |
| 4 | Communication Services | 2.85% |
| 5 | Consumer Staples | 1.02% |
