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
1
$15.3M 13.05%
135,100
+42,535
2
$13.2M 11.31%
200,000
+97,693
3
$10.4M 8.88%
204,078
4
$8.47M 7.24%
+361,424
5
$8.39M 7.17%
750,500
-449,932
6
$6.7M 5.72%
653,605
-143,145
7
$6.45M 5.51%
100,000
-35,000
8
$6.13M 5.24%
+60,000
9
$5.99M 5.11%
452,258
-70,432
10
$5.91M 5.04%
112,000
11
$5.36M 4.57%
12,000
+2,000
12
$4.8M 4.1%
+75,000
13
$4.72M 4.03%
40,000
+12,000
14
$3.83M 3.27%
+79,600
15
$3.63M 3.1%
36,902
16
$3.5M 2.98%
+300,000
17
$2.36M 2.01%
40,000
-15,000
18
$1.95M 1.66%
+35,000
19
– –
-155,000
20
– –
-15,000
21
– –
-180,881
22
– –
-150,000
23
– –
-180,000
24
– –
-50,000
25
– –
-625,000
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