SHCM

Silver Heights Capital Management Portfolio holdings

AUM $262M
1-Year Est. Return 16.17%
This Quarter Est. Return
1 Year Est. Return
+16.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$66.8K
2 +$54.9K

Top Sells

1 +$120K
2 +$109K
3 +$22.2K

Sector Composition

1 Communication Services 50.01%
2 Industrials 28.62%
3 Consumer Discretionary 21.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$151M 50.01%
2,430,243
-1,760
2
$56.4M 18.74%
414,991
-880
3
$34.9M 11.59%
315,309
-201
4
$29.7M 9.88%
681,856
+1,258
5
$29.4M 9.78%
457,882
+1,039