SCM

Stanley Capital Management Portfolio holdings

AUM $594M
1-Year Est. Return 13.26%
This Quarter Est. Return
1 Year Est. Return
+13.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$5.66M
3
+$5.14M
4
MCO icon
Moody's
MCO
+$4.98M
5
HPQ icon
HP
HPQ
+$4.66M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.63%
2 Technology 17.63%
3 Healthcare 14.27%
4 Industrials 13.59%
5 Consumer Discretionary 11.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.44M 2.17%
+87,374
27
$2.41M 2.14%
+38,465
28
$1.84M 1.64%
+71,700
29
$1.69M 1.5%
+18,130
30
$1.52M 1.35%
+89,554
31
$1.24M 1.11%
+146,302
32
– –
0
1
2