SCM
Simcoe Capital Management Portfolio holdings
AUM
$685M
This Quarter Return
+0.79%
1 Year Return
+8.11%
3 Year Return
+94.68%
5 Year Return
+260.61%
10 Year Return
+450.12%
AUM
$142M
AUM Growth
+$142M
(+8.5%)
Cap. Flow
+$9.3M
Cap. Flow
% of AUM
6.55%
Top 10 Holdings %
Top 10 Hldgs %
71.92%
Holding
28
New
7
Increased
8
Reduced
1
Closed
5
Top Buys
| 1 |
CTCT
CONSTANT CONTACT, INC COM
CTCT
|
$5.64M |
| 2 |
Nexstar Media Group
NXST
|
$5.55M |
| 3 |
MEG
Media General, Inc
MEG
|
$5.49M |
| 4 |
YHOO
Yahoo Inc
YHOO
|
$3.93M |
| 5 |
PCOM
Points.com Inc. Common Shares
PCOM
|
$3.71M |
Top Sells
| 1 |
Cedar Fair
FUN
|
$8.9M |
| 2 |
MSCC
Microsemi Corp
MSCC
|
$5.81M |
| 3 |
TVPT
Travelport Worldwide Limited
TVPT
|
$4.19M |
| 4 |
STMP
Stamps.com, Inc.
STMP
|
$4.1M |
| 5 |
TNGO
Tangoe, Inc.
TNGO
|
$1.15M |
Sector Composition
| 1 | Communication Services | 33.18% |
| 2 | Technology | 22.3% |
| 3 | Consumer Discretionary | 11.42% |
| 4 | Industrials | 8.11% |
| 5 | Energy | 2.77% |