SCM
Spring Capital Management Portfolio holdings
AUM
$204M
1-Year Est. Return
15.59%
1 Year Est. Return
+15.59%
AUM
$190M
AUM Growth
+$6.46M
(+3.5%)
Holding
53
Top Buys
| 1 | +$280K | |
| 2 | +$234K | |
| 3 | +$211K | |
| 4 |
Apple
AAPL
|
+$169K |
| 5 |
Air Products & Chemicals
APD
|
+$124K |
Top Sells
| 1 | +$254K | |
| 2 | +$225K | |
| 3 | +$57.5K | |
| 4 |
Deere & Co
DE
|
+$51.4K |
| 5 |
Walmart Inc. Common Stock
WMT
|
+$50.7K |
Sector Composition
| 1 | Technology | 25.45% |
| 2 | Industrials | 20.29% |
| 3 | Consumer Staples | 13.78% |
| 4 | Financials | 10.53% |
| 5 | Energy | 8.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Phillips 66
PSX
$57B
| $211K | 0.11% |
1,767
|
|
||
52
ConocoPhillips
COP
$117B
| – | – |
-2,141
|
|
||
|
X
53
DELISTED
US Steel
X
| – | – |
-6,000
|
|