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
176
$46K 0.01%
3,512
+2,138
177
$31K ﹤0.01%
209
178
$8K ﹤0.01%
50
179
$4K ﹤0.01%
200
180
$3K ﹤0.01%
85
-170
181
– –
-53,350
182
– –
-48,643
183
– –
-33,900
184
– –
-7,150
185
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-11,809
186
– –
-29,400
187
– –
-15,195
188
– –
-5,000
189
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-11,451
190
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-44,634
191
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-20,000
192
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-274,800
193
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-9,750
194
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-34,890
195
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-124,100
196
– –
-256,250
197
– –
-27,300
4 5 6 7
8