SCM
Sone Capital Management Portfolio holdings
AUM
$1.23B
1-Year Est. Return
10.65%
This Fund
S&P 500
1 Year Est. Return
-10.65%
AUM
$1.19B
AUM Growth
+$111M
(+10%)
Holding
128
Top Buys
| 1 | +$33.3M | |
| 2 | +$30.7M | |
| 3 | +$30M | |
| 4 |
Intercontinental Exchange
ICE
|
+$24.9M |
| 5 |
Lennox International
LII
|
+$24.6M |
Top Sells
| 1 | +$26.9M | |
| 2 | +$23.2M | |
| 3 | +$20.9M | |
| 4 |
Autodesk
ADSK
|
+$20.8M |
| 5 |
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
Willis Towers Watson
WTW
$27.1B
| – | – |
-41,669
|
|
||
127
Xcel Energy
XEL
$50.4B
| – | – |
-259,916
|
|
||
|
XYZ
128
Block Inc
XYZ
$35.9B
| – | – |
-280,175
|
|