SAM
Skyline Asset Management Portfolio holdings
AUM
$77.5M
This Quarter Return
-0.21%
1 Year Return
+14.27%
3 Year Return
+26.13%
5 Year Return
+89.21%
10 Year Return
–
AUM
$1.18B
AUM Growth
+$1.18B
(+22%)
Cap. Flow
+$224M
Cap. Flow
% of AUM
18.99%
Top 10 Holdings %
Top 10 Hldgs %
21.16%
Holding
77
New
3
Increased
64
Reduced
4
Closed
6
Top Buys
| 1 |
ICF International
ICFI
|
$14.5M |
| 2 |
MillerKnoll
MLKN
|
$14.1M |
| 3 |
Children's Place
PLCE
|
$10.6M |
| 4 |
Winnebago Industries
WGO
|
$10.6M |
| 5 |
Curtiss-Wright
CW
|
$9.61M |
Top Sells
| 1 |
AXE
Anixter International Inc
AXE
|
$11.4M |
| 2 |
CBM
Cambrex Corporation
CBM
|
$11.3M |
| 3 |
EPL
EPL OIL & GAS, INC COMMON STK
EPL
|
$10.9M |
| 4 |
HAR
Harman International Industries
HAR
|
$10.1M |
| 5 |
Enpro
NPO
|
$8.86M |
Sector Composition
| 1 | Consumer Discretionary | 22.62% |
| 2 | Industrials | 21.58% |
| 3 | Financials | 19.37% |
| 4 | Technology | 15.52% |
| 5 | Healthcare | 3.85% |