SAM

Skyline Asset Management Portfolio holdings

AUM $77.5M
1-Year Est. Return 14.27%
This Quarter Est. Return
1 Year Est. Return
+14.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$20.1M
2 +$18.3M
3 +$10.1M
4
SMCI icon
Super Micro Computer
SMCI
+$9.87M
5
NNBR icon
NN Inc
NNBR
+$6.78M

Top Sells

1 +$16.7M
2 +$13.9M
3 +$10.9M
4
LXFR icon
Luxfer Holdings
LXFR
+$8.79M
5
POLY
Plantronics, Inc.
POLY
+$7.13M

Sector Composition

1 Industrials 25.49%
2 Consumer Discretionary 22.19%
3 Financials 20.26%
4 Technology 17.2%
5 Healthcare 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,347,200
77
-555,800