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
$187M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1 +$25.2M
2 +$22.6M
3 +$20.5M
4
AIG icon
American International
AIG
+$14.6M
5
VTOL icon
Bristow Group
VTOL
+$14.4M

Top Sells

No sells this quarter

Sector Composition

1 Energy 26.87%
2 Consumer Discretionary 19.77%
3 Financials 17.45%
4 Industrials 12.09%
5 Consumer Staples 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$25.2M 13.47%
+468,301
2
$22.6M 12.09%
+1,392,319
3
$20.5M 10.93%
+243,590
4
$14.6M 7.77%
+325,757
5
$14.4M 7.68%
+274,887
6
$12.8M 6.83%
+2,500,000
7
$10.7M 5.73%
+11,365
8
$10.7M 5.73%
+388,692
9
$10.5M 5.61%
+218,629
10
$9.51M 5.08%
+267,445
11
$8.61M 4.6%
+13,927
12
$8.56M 4.57%
+150,612
13
$6.82M 3.64%
+340,350
14
$5.94M 3.17%
+390,685
15
$5.83M 3.11%
+380,814