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
$74.2M
AUM Growth
-$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$7.86M
2 +$5.29M
3 +$5.08M
4
GM icon
General Motors
GM
+$1.84M
5
KAR icon
Openlane
KAR
+$683K

Top Sells

1 +$10.5M
2 +$5.12M
3 +$4.93M
4
VLO icon
Valero Energy
VLO
+$4.66M
5
SHOP icon
Shopify
SHOP
+$4.11M

Sector Composition

1 Communication Services 37.57%
2 Technology 21.05%
3 Consumer Discretionary 7.98%
4 Materials 7.71%
5 Real Estate 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-42,400
27
-250,000
28
-17,554
29
-40,953
30
-126,600