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
$111M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$3.52M
3
+$3.41M
4
MPC icon
Marathon Petroleum
MPC
+$3.39M
5
MU icon
Micron Technology
MU
+$2.88M

Top Sells

1
+$650K

Sector Composition

1 Technology 28.11%
2 Communication Services 15.43%
3 Consumer Discretionary 11.37%
4 Materials 8.78%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.7M 11.39%
173,200
2
$11M 9.91%
176,732
3
$9.78M 8.78%
949,077
4
$9.2M 8.26%
265,418
5
$9.01M 8.09%
108,250
6
$6.61M 5.93%
86,600
7
$6.15M 5.52%
51,960
8
$5.55M 4.99%
+32,250
9
$5.3M 4.76%
96,992
10
$4.84M 4.34%
501,093
-67,300
11
$4.45M 4%
272,790
12
$3.78M 3.39%
72,000
+55,000
13
$3.52M 3.16%
+31,750
14
$3.44M 3.09%
37,500
+22,500
15
$3.41M 3.06%
+31,167
16
$3.39M 3.04%
+48,300
17
$3.36M 3.01%
25,969
+969
18
$3.14M 2.82%
166,000
+76,000
19
$1.75M 1.57%
+84,383
20
$686K 0.62%
+16,500
21
$303K 0.27%
+15,000