SCP

Soroban Capital Partners Portfolio holdings

AUM $12.2B
1-Year Est. Return 26.93%
This Quarter Est. Return
1 Year Est. Return
+26.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.81B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$218M
2
+$184M
3
+$135M
4
MCD icon
McDonald's
MCD
+$125M
5
WEC icon
WEC Energy
WEC
+$124M

Top Sells

1
+$324M
2
+$317M
3
+$266M
4
AEP icon
American Electric Power
AEP
+$216M
5
LOW icon
Lowe's Companies
LOW
+$64.3M

Sector Composition

1 Technology 22.45%
2 Utilities 20.89%
3 Financials 17%
4 Industrials 15.88%
5 Communication Services 15.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-74,975
27
– –
-128,334
28
– –
-150,550
1
2