SCM
SkyTop Capital Management Portfolio holdings
AUM
$96.8M
This Quarter Return
+9.26%
1 Year Return
+2.72%
3 Year Return
+50.34%
5 Year Return
+140.33%
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(+0.34%)
Cap. Flow
-$7.34M
Cap. Flow
% of AUM
-6.33%
Top 10 Holdings %
Top 10 Hldgs %
83.52%
Holding
26
New
4
Increased
4
Reduced
3
Closed
8
Top Buys
| 1 |
Amazon
AMZN
|
$8.37M |
| 2 |
Liberty Latin America Class A
LILA
|
$7.25M |
| 3 |
Nexstar Media Group
NXST
|
$3.28M |
| 4 |
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
|
$3.03M |
| 5 |
FerroAtlántica
GSM
|
$2.88M |
Top Sells
| 1 |
KRA
Kraton Corporation
KRA
|
$16M |
| 2 |
DYN
Dynegy, Inc.
DYN
|
$5.78M |
| 3 |
COR
Coresite Realty Corporation
COR
|
$3.1M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$2.78M |
| 5 |
QTS
QTS REALTY TRUST, INC.
QTS
|
$1.68M |
Sector Composition
| 1 | Communication Services | 48.52% |
| 2 | Materials | 20.04% |
| 3 | Consumer Discretionary | 11.05% |
| 4 | Real Estate | 9.32% |
| 5 | Utilities | 2.91% |