SC

Skylands Capital Portfolio holdings

AUM $690M
1-Year Est. Return 8.85%
This Quarter Est. Return
1 Year Est. Return
+8.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$752M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$6.25M
3
+$5.29M
4
C icon
Citigroup
C
+$5.14M
5
CMCO icon
Columbus McKinnon
CMCO
+$3.49M

Top Sells

1
+$7.06M
2
+$6.41M
3
+$3.54M
4
SMG icon
ScottsMiracle-Gro
SMG
+$3.21M
5
WIFI
Boingo Wireless, Inc.
WIFI
+$2.79M

Sector Composition

1 Industrials 28.23%
2 Consumer Discretionary 13.63%
3 Real Estate 13.09%
4 Technology 11.69%
5 Financials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$456K 0.06%
20,220
+9,920
127
$445K 0.06%
3,000
+2,100
128
$441K 0.06%
20,650
-130,450
129
$424K 0.06%
5,600
130
$420K 0.06%
6,550
-3,100
131
$398K 0.05%
10,320
-3,050
132
$379K 0.05%
6,000
133
$375K 0.05%
108,000
+33,150
134
$372K 0.05%
4,400
-16,150
135
$334K 0.04%
5,600
136
$313K 0.04%
2,000
137
$289K 0.04%
2,050
138
$286K 0.04%
1,265
139
$281K 0.04%
1,603
140
$276K 0.04%
+10,000
141
$276K 0.04%
32,666
142
$272K 0.04%
+24,771
143
$267K 0.04%
4,500
-5,500
144
$252K 0.03%
2,125
145
$246K 0.03%
155,020
-25,500
146
$213K 0.03%
1,750
147
$211K 0.03%
17,900
-54,200
148
$204K 0.03%
1,400
149
$201K 0.03%
800
150
$190K 0.03%
1,750
-10,800
4 5
6
7 8