SCM

SkyTop Capital Management Portfolio holdings

AUM $96.8M
1-Year Est. Return 2.72%
This Quarter Est. Return
1 Year Est. Return
+2.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
-$6.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$13.3M
2 +$8.45M
3 +$7.64M
4
ALSN icon
Allison Transmission
ALSN
+$7.33M
5
RLD
REALD INC COM STK
RLD
+$5.81M

Top Sells

1 +$17.8M
2 +$10M
3 +$6.65M
4
GT icon
Goodyear
GT
+$6.61M
5
ICE icon
Intercontinental Exchange
ICE
+$6.09M

Sector Composition

1 Consumer Discretionary 19.79%
2 Industrials 19.25%
3 Energy 17.96%
4 Financials 16.55%
5 Real Estate 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-19,343