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
$723M
AUM Growth
-$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$3.75M
3
+$2.87M
4
AWI icon
Armstrong World Industries
AWI
+$2.7M
5
KW icon
Kennedy-Wilson Holdings
KW
+$2.69M

Top Sells

1
+$4.95M
2
+$4.18M
3
+$3.98M
4
CWST icon
Casella Waste Systems
CWST
+$3.85M
5
WIFI
Boingo Wireless, Inc.
WIFI
+$3.4M

Sector Composition

1 Industrials 27.62%
2 Consumer Discretionary 14.78%
3 Real Estate 13.57%
4 Technology 11.89%
5 Healthcare 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$306K 0.04%
2,000
152
$280K 0.04%
+10,300
153
$279K 0.04%
1,603
154
$267K 0.04%
+74,850
155
$258K 0.04%
2,125
-100
156
$251K 0.03%
7,050
-72,050
157
$249K 0.03%
2,050
158
$233K 0.03%
180,520
-1,200
159
$230K 0.03%
4,295
160
$208K 0.03%
1
161
$207K 0.03%
1,750
162
$193K 0.03%
1,400
163
$193K 0.03%
800
164
$178K 0.02%
4,592
-5,408
165
$151K 0.02%
2,290
166
$148K 0.02%
14,950
167
$127K 0.02%
900
168
$101K 0.01%
2,225
169
$85K 0.01%
525
170
$78K 0.01%
1,500
171
$78K 0.01%
37,037
172
$69K 0.01%
+8,481
173
$66K 0.01%
2,200
174
$49K 0.01%
414
175
$48K 0.01%
787
4 5 6
7
8