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SCM
Sone Capital Management Portfolio holdings
AUM
$1.19B
1-Year Est. Return
14%
This Fund
S&P 500
1 Year Est. Return
-14%
AUM
$1.19B
AUM Growth
-$41.4M
(-3.4%)
Holding
129
Top Buys
| 1 | +$40.2M | |
| 2 | +$26.2M | |
| 3 | +$23.5M | |
| 4 |
Lennox International
LII
|
+$22.9M |
| 5 |
Home Depot
HD
|
+$22.9M |
Top Sells
| 1 | +$23.6M | |
| 2 | +$22.9M | |
| 3 | +$21.6M | |
| 4 |
Ecolab
ECL
|
+$19.4M |
| 5 |
Equinix
EQIX
|
+$18M |
Sector Composition
| 1 | Industrials | 27.85% |
| 2 | Technology | 21.24% |
| 3 | Financials | 13.88% |
| 4 | Healthcare | 11.96% |
| 5 | Consumer Discretionary | 8.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vulcan Materials
VMC
$36.4B
| $9.1M | 0.76% |
33,419
+25,540
|
|
||
52
Lowe's Companies
LOW
$124B
| $8.71M | 0.73% |
+36,867
|
|
||
53
Cooper Companies
COO
$13.2B
| $8.09M | 0.68% |
113,157
+36,508
|
|
||
54
Synopsys
SNPS
$87.4B
| $8.02M | 0.67% |
+20,226
|
|
||
|
55
Ecolab
ECL
$74.2B
| $7.87M | 0.66% |
29,597
-68,618
|
|
||
56
IQVIA
IQV
$30.2B
| $7.65M | 0.64% |
44,878
-38,059
|
|
||
57
CoStar Group
CSGP
$13.3B
| $7.63M | 0.64% |
189,258
-227,887
|
|
||
58
Old Dominion Freight Line
ODFL
$51.5B
| $7.58M | 0.64% |
38,796
-30,311
|
|
||
59
Tyler Technologies
TYL
$12.2B
| $7.55M | 0.63% |
22,064
-27,363
|
|
||
60
American Tower
AMT
$88.2B
| $7.22M | 0.61% |
41,835
-64,542
|
|
||
61
JPMorgan Chase
JPM
$840B
| $6.97M | 0.59% |
+23,689
|
|
||
62
Arch Capital
ACGL
$31.8B
| $6.75M | 0.57% |
70,370
-8,229
|
|
||
63
Meta Platforms (Facebook)
META
$1.44T
| $6.65M | 0.56% |
11,619
+2,824
|
|
||
64
MSCI
MSCI
$43.3B
| $6.43M | 0.54% |
+11,936
|
|
||
65
Duke Energy
DUK
$96.8B
| $6.34M | 0.53% |
48,438
+17,309
|
|
||
66
Ball Corp
BALL
$15B
| $5.35M | 0.45% |
+90,486
|
|
||
67
Costco
COST
$433B
| $5.15M | 0.43% |
+5,167
|
|
||
68
Rocket Companies
RKT
$38B
| $4.96M | 0.42% |
347,926
-95,770
|
|
||
69
Marriott International
MAR
$105B
| $4.84M | 0.41% |
+14,802
|
|
||
70
Repligen
RGEN
$7.52B
| $4.64M | 0.39% |
39,340
+11,222
|
|
||
71
Airbnb
ABNB
$77.7B
| $4.62M | 0.39% |
+36,619
|
|
||
72
Williams Companies
WMB
$87.6B
| $4.58M | 0.38% |
62,942
-128,379
|
|
||
73
Celsius Holdings
CELH
$7.26B
| $4.53M | 0.38% |
127,612
+40,308
|
|
||
74
WEX
WEX
$4.73B
| $4.5M | 0.38% |
+29,404
|
|
||
75
BellRing Brands
BRBR
$1.04B
| $4.47M | 0.38% |
277,598
+208,297
|
|