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
$228M
AUM Growth
+$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$690K

Top Sells

1
+$8.75M

Sector Composition

1 Financials 19.13%
2 Healthcare 18.41%
3 Industrials 14.31%
4 Technology 13.26%
5 Communication Services 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.37M 2.36%
119,254
27
$5.3M 2.33%
338,100
28
$4.96M 2.18%
88,960
29
$4.79M 2.1%
21,719
30
$4.45M 1.96%
26,700
31
$4.36M 1.91%
300,524
32
$3.8M 1.67%
32,452
33
$3.72M 1.63%
144,806
34
$3.06M 1.34%
131,900
35
– –
-250,266
1
2