SCM
SkyTop Capital Management Portfolio holdings
AUM
$96.8M
This Quarter Return
+10.01%
1 Year Return
+2.72%
3 Year Return
+50.34%
5 Year Return
+140.33%
10 Year Return
–
AUM
$207M
AUM Growth
+$207M
(-2.9%)
Cap. Flow
-$20.5M
Cap. Flow
% of AUM
-9.87%
Top 10 Holdings %
Top 10 Hldgs %
75.62%
Holding
26
New
5
Increased
3
Reduced
11
Closed
7
Top Buys
| 1 |
FTD
FTD Companies, Inc. Common Stock
FTD
|
$13.3M |
| 2 |
Equinix
EQIX
|
$8.45M |
| 3 |
Micron Technology
MU
|
$7.64M |
| 4 |
Allison Transmission
ALSN
|
$7.33M |
| 5 |
RLD
REALD INC COM STK
RLD
|
$5.81M |
Top Sells
| 1 |
News Corp Class A
NWSA
|
$17.8M |
| 2 |
Titan International
TWI
|
$10M |
| 3 |
Herc Holdings
HRI
|
$6.65M |
| 4 |
Goodyear
GT
|
$6.61M |
| 5 |
Intercontinental Exchange
ICE
|
$6.1M |
Sector Composition
| 1 | Consumer Discretionary | 19.79% |
| 2 | Industrials | 19.25% |
| 3 | Energy | 17.96% |
| 4 | Financials | 16.55% |
| 5 | Real Estate | 8.86% |