SCM
Stanley Capital Management Portfolio holdings
AUM
$594M
1-Year Return
13.26%
This Quarter Return
+2.98%
1 Year Return
+13.26%
3 Year Return
+108.1%
5 Year Return
+258.13%
10 Year Return
+572.2%
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.1%
Holding
32
New
31
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
UnitedHealth
UNH
|
+$5.69M |
| 2 |
Apple
AAPL
|
+$5.66M |
| 3 |
HCA Healthcare
HCA
|
+$5.15M |
| 4 |
Moody's
MCO
|
+$4.98M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Terex
TEX
$3.36B
| $2.44M | 2.17% |
+87,374
| New | +$2.44M |
|
27
JPMorgan Chase
JPM
$819B
| $2.41M | 2.14% |
+38,465
| New | +$2.41M |
|
|
SLCA
28
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $1.84M | 1.64% |
+71,700
| New | +$1.84M |
|
29
American Express
AXP
$226B
| $1.69M | 1.5% |
+18,130
| New | +$1.69M |
|
30
KBR
KBR
$6.35B
| $1.52M | 1.35% |
+89,554
| New | +$1.52M |
|
31
Genworth Financial
GNW
$3.5B
| $1.24M | 1.11% |
+146,302
| New | +$1.24M |
|
|
AIG.WS
32
DELISTED
American International Group, Inc.
AIG.WS
| – | – |
0
| – | – |
|