SCM
Sone Capital Management Portfolio holdings
AUM
$1.08B
1 Year Est. Return
–
AUM
$1.08B
AUM Growth
+$112M
(+12%)
Holding
131
Top Buys
| 1 | +$26.2M | |
| 2 | +$25.1M | |
| 3 | +$23.2M | |
| 4 |
HubSpot
HUBS
|
+$22.5M |
| 5 |
Mastercard
MA
|
+$20.9M |
Top Sells
| 1 | +$25.8M | |
| 2 | +$24.5M | |
| 3 | +$21.3M | |
| 4 |
ANSS
Ansys
ANSS
|
+$19.1M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Tyler Technologies
TYL
$22B
| – | – |
-36,634
|
|
||
127
Vulcan Materials
VMC
$38.7B
| – | – |
-33,873
|
|
||
128
Verisk Analytics
VRSK
$32.8B
| – | – |
-8,663
|
|
||
129
Walmart
WMT
$846B
| – | – |
-25,752
|
|
||
|
GTM
130
ZoomInfo Technologies
GTM
$3.55B
| – | – |
-17,947
|
|
||
|
LGF.B
131
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| – | – |
-1,641,723
|
|