SCM

Spring Capital Management Portfolio holdings

AUM $198M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$551K
2 +$549K
3 +$535K
4
BRO icon
Brown & Brown
BRO
+$447K
5
ADP icon
Automatic Data Processing
ADP
+$430K

Top Sells

1 +$234K
2 +$211K
3 +$123K
4
ORCL icon
Oracle
ORCL
+$45.6K
5
XOM icon
Exxon Mobil
XOM
+$24.4K

Sector Composition

1 Technology 28.18%
2 Industrials 19.15%
3 Consumer Staples 13.61%
4 Financials 9.29%
5 Energy 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TTD icon
51
Trade Desk
TTD
$17.2B
-3,250