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
$123M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$4.11M
3
+$3.33M
4
TTWO icon
Take-Two Interactive
TTWO
+$3.04M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.12M

Top Sells

1
+$5.55M
2
+$4.84M
3
+$3.14M
4
MU icon
Micron Technology
MU
+$1.81M
5
APTV icon
Aptiv
APTV
+$1.34M

Sector Composition

1 Communication Services 25.41%
2 Technology 25.13%
3 Industrials 10.07%
4 Materials 8.97%
5 Energy 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.5M 10.94%
198,200
+25,000
2
$11.9M 9.64%
176,732
3
$11.1M 8.97%
895,777
-53,300
4
$10.5M 8.54%
126,600
+40,000
5
$10.5M 8.49%
265,418
6
$10.2M 8.27%
73,960
+22,000
7
$9.51M 7.71%
108,250
8
$6.26M 5.08%
+52,000
9
$5.17M 4.19%
96,992
10
$4.93M 4%
61,667
+13,367
11
$4.86M 3.94%
272,790
12
$4.66M 3.78%
40,953
+9,203
13
$4.11M 3.33%
+250,000
14
$2.12M 1.72%
+35,600
15
$1.81M 1.47%
21,550
-15,950
16
$1.68M 1.36%
74,362
-10,021
17
$1.63M 1.32%
17,554
-8,415
18
$1.45M 1.17%
32,000
-40,000
19
$1.41M 1.15%
16,522
-14,645
20
$1.41M 1.14%
+7,200
21
$1.3M 1.05%
+9,500
22
$868K 0.7%
+37,500
23
$859K 0.7%
+23,892
24
$589K 0.48%
+3,500
25
$546K 0.44%
+42,400
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