SCM

Stanley Capital Management Portfolio holdings

AUM $598M
1-Year Est. Return 19.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
-$9.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$2.66M
3
+$2.41M
4
WFT
Weatherford International plc
WFT
+$1.94M
5
HAL icon
Halliburton
HAL
+$808K

Top Sells

1
+$2.48M
2
+$1.75M
3
+$622K
4
GT icon
Goodyear
GT
+$582K
5
TGT icon
Target
TGT
+$551K

Sector Composition

1 Financials 26.8%
2 Technology 18.11%
3 Healthcare 15.42%
4 Consumer Discretionary 9.27%
5 Energy 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 2.15%
73,524
-19,400
27
$2.15M 2.14%
119,724
+32,350
28
$2.11M 2.1%
+45,200
29
$2.1M 2.09%
69,837
30
$1.66M 1.65%
130,166
+28,300
31
$1.18M 1.17%
83,606
-1,194
32
– –
-53,729
33
– –
-89,554
34
– –
0
1
2