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
$117M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$6.47M
3
+$6.13M
4
NXPI icon
NXP Semiconductors
NXPI
+$4.81M
5
PYPL icon
PayPal
PYPL
+$4.8M

Top Sells

1
+$10.8M
2
+$5.81M
3
+$5.05M
4
BB icon
BlackBerry
BB
+$5.03M
5
SONY icon
Sony
SONY
+$4.77M

Sector Composition

1 Technology 40.02%
2 Communication Services 18.15%
3 Materials 7.38%
4 Industrials 7.24%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-100,000
27
– –
-34,500
1
2