SCM

Spring Capital Management Portfolio holdings

AUM $204M
1-Year Est. Return 15.59%
This Quarter Est. Return
1 Year Est. Return
+15.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
-$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$215K
3
+$49.1K

Top Sells

1
+$2.55M
2
+$2.33M
3
+$69.8K
4
BRO icon
Brown & Brown
BRO
+$65.1K
5
ETN icon
Eaton
ETN
+$61.9K

Sector Composition

1 Technology 24.14%
2 Industrials 22.21%
3 Consumer Staples 15.81%
4 Financials 10.61%
5 Energy 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$511K 0.43%
2,605
27
$458K 0.39%
16,743
28
$306K 0.26%
1,120
29
$221K 0.19%
1,588
30
– –
-40,324
1
2