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
$127M
AUM Growth
+$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$403K
2
+$388K
3
+$284K
4
VZ icon
Verizon
VZ
+$259K
5
JNJ icon
Johnson & Johnson
JNJ
+$176K

Top Sells

1
+$319K
2
+$233K
3
+$221K
4
ETN icon
Eaton
ETN
+$208K
5
BRO icon
Brown & Brown
BRO
+$197K

Sector Composition

1 Technology 24.57%
2 Industrials 23.58%
3 Consumer Staples 14.95%
4 Financials 10.18%
5 Energy 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$586K 0.46%
2,605
27
$564K 0.44%
16,743
28
$331K 0.26%
1,120
29
– –
-1,588
1
2