SCM
Sone Capital Management Portfolio holdings
AUM
$1.19B
1-Year Est. Return
10.94%
1 Year Est. Return
-10.94%
AUM
$1.19B
AUM Growth
+$111M
(+10%)
Holding
128
Top Buys
| 1 | +$31.5M | |
| 2 | +$30.3M | |
| 3 | +$28.7M | |
| 4 |
Intercontinental Exchange
ICE
|
+$23.5M |
| 5 |
Lennox International
LII
|
+$22.3M |
Top Sells
| 1 | +$26.9M | |
| 2 | +$22.4M | |
| 3 | +$21.7M | |
| 4 |
Thermo Fisher Scientific
TMO
|
+$21.1M |
| 5 |
Mastercard
MA
|
+$20.9M |
Sector Composition
| 1 | Technology | 20.5% |
| 2 | Financials | 17.55% |
| 3 | Industrials | 16.54% |
| 4 | Healthcare | 16% |
| 5 | Consumer Discretionary | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Steris
STE
$24.8B
| – | – |
-43,660
|
|
||
127
UnitedHealth
UNH
$305B
| – | – |
-12,252
|
|
||
128
Veeva Systems
VEEV
$37.7B
| – | – |
-9,886
|
|