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
$1.19B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$30.7M
3
+$30M
4
ICE icon
Intercontinental Exchange
ICE
+$24.9M
5
LII icon
Lennox International
LII
+$24.6M

Top Sells

1
+$26.9M
2
+$23.2M
3
+$20.9M
4
ADSK icon
Autodesk
ADSK
+$20.8M
5
TMO icon
Thermo Fisher Scientific
TMO
+$20.3M

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
– –
-41,669
127
– –
-259,916
128
– –
-280,175
2 3 4 5
6