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
$107M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$4.46M
3
+$3.63M
4
CSTM icon
Constellium
CSTM
+$2.64M
5
GM icon
General Motors
GM
+$2.34M

Top Sells

1
+$3.49M
2
+$2.02M
3
+$1.97M
4
AABA
Altaba Inc
AABA
+$1.85M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.54M

Sector Composition

1 Communication Services 27.52%
2 Consumer Discretionary 26.89%
3 Technology 14.7%
4 Real Estate 9.75%
5 Financials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.4M 22.79%
1,254,028
+1,141,886
2
$13M 12.17%
120,000
+20,000
3
$12.3M 11.55%
185,000
+3,668
4
$11M 10.28%
148,200
-25,000
5
$10.4M 9.76%
23,000
+8,000
6
$9.18M 8.59%
1,149,798
+330,896
7
$4.92M 4.6%
47,347
8
$4.72M 4.42%
40,000
-10,000
9
$4.46M 4.17%
+161,663
10
$4.38M 4.1%
118,000
+63,000
11
$4.06M 3.8%
43,000
-12,960
12
$4.03M 3.77%
216,855
13
– –
-3,250
14
– –
-25,000
15
– –
-31,029
16
– –
-29,800
17
– –
-7,000
18
– –
-24,000
19
– –
-46,992
20
– –
-10,000
21
– –
-272,790