SCM

SOL Capital Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 18.34%
This Quarter Est. Return
1 Year Est. Return
+18.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Sells

1 +$882K
2 +$679K
3 +$259K
4
VTRS icon
Viatris
VTRS
+$244K
5
POT
Potash Corp Of Saskatchewan
POT
+$229K

Sector Composition

1 Consumer Discretionary 16.11%
2 Financials 15.72%
3 Technology 7.61%
4 Healthcare 5.78%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-7,319