SC

Skylands Capital Portfolio holdings

AUM $763M
1-Year Est. Return 26.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$690M
AUM Growth
+$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$4.27M
3
+$4.1M
4
WIRE
Encore Wire Corp
WIRE
+$4.07M
5
OC icon
Owens Corning
OC
+$3.33M

Top Sells

1
+$4.99M
2
+$4.97M
3
+$3.51M
4
ICE icon
Intercontinental Exchange
ICE
+$3.46M
5
TWTR
Twitter, Inc.
TWTR
+$2.34M

Sector Composition

1 Industrials 27.84%
2 Consumer Discretionary 12.23%
3 Financials 11.9%
4 Technology 11.73%
5 Real Estate 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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133
$0 ﹤0.01%
+29
134
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135
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136
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-31,750
137
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-6,014
138
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-47,450
2 3 4 5
6