We are live on ! Find out more
SCM

Sone Capital Management Portfolio holdings

AUM $1.19B
1-Year Est. Return 14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$25.6M
3
+$23.7M
4
FTV icon
Fortive
FTV
+$21.2M
5
MA icon
Mastercard
MA
+$20.6M

Top Sells

1
+$25.8M
2
+$24.5M
3
+$21.3M
4
ANSS
Ansys
ANSS
+$17.8M
5
ARMK icon
Aramark
ARMK
+$14.7M

Sector Composition

1 Technology 28.48%
2 Healthcare 19.76%
3 Financials 13.38%
4 Industrials 11.91%
5 Consumer Discretionary 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,285
102
– –
-622,385
103
– –
-57,070
104
– –
-431,523
105
– –
-26,817
106
– –
-22,546
107
– –
-33,332
108
– –
-17,593
109
– –
-45,969
110
– –
-1,537
111
– –
-10,583
112
– –
-55,177
113
– –
-47,425
114
– –
-30,524
115
– –
-22,733
116
– –
-426,281
117
– –
-46,058
118
– –
-12,317
119
– –
-25,986
120
– –
-17,209
121
– –
-32,245
122
– –
-11,697
123
– –
-14,202
124
– –
-10,639
125
– –
-20,380
2 3 4
5
6