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
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$11.3M
3
+$6.19M
4
MSFT icon
Microsoft
MSFT
+$2.68M
5
NXST icon
Nexstar Media Group
NXST
+$1.01M

Top Sells

1
+$20.7M
2
+$11M
3
+$4.03M
4
EQIX icon
Equinix
EQIX
+$1.87M
5
INXN
Interxion Holding N.V.
INXN
+$801K

Sector Composition

1 Communication Services 26.63%
2 Consumer Discretionary 24.96%
3 Materials 15.1%
4 Healthcare 9.58%
5 Financials 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.7M 15.1%
1,766,717
+616,919
2
$14.2M 12.05%
+364,938
3
$13.3M 11.3%
174,471
-10,529
4
$13.1M 11.18%
130,000
+10,000
5
$11.3M 9.58%
+200,000
6
$10.6M 9.04%
424,888
-829,140
7
$9.73M 8.28%
19,292
-3,708
8
$8.04M 6.84%
60,000
+20,000
9
$5.42M 4.61%
47,347
10
$4.88M 4.16%
43,000
11
$4.69M 3.99%
161,663
12
$4.55M 3.87%
118,000
13
– –
-216,855
14
– –
-148,200