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
$316M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.64M
3
+$2.5M
4
POLY
Plantronics, Inc.
POLY
+$2.42M
5
NLSN
Nielsen Holdings plc
NLSN
+$2.42M

Top Sells

1
+$5.96M
2
+$2.59M
3
+$1.75M
4
TEX icon
Terex
TEX
+$1.58M

Sector Composition

1 Industrials 24%
2 Technology 18.77%
3 Consumer Discretionary 15.73%
4 Healthcare 13.32%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.34M 2%
232,608
+96,708
27
$6.16M 1.94%
15,758
28
$6.14M 1.94%
142,500
+48,000
29
$6.12M 1.93%
74,600
30
$5.92M 1.87%
352,044
31
$5.67M 1.79%
205,200
32
$5.62M 1.78%
38,800
+2,000
33
$5.42M 1.71%
336,000
+121,000
34
$5.35M 1.69%
161,400
35
$4.94M 1.56%
14,695
36
$4.7M 1.49%
226,800
+88,000
37
$4.59M 1.45%
54,000
+16,000
38
$4.29M 1.35%
10,400
39
$3.93M 1.24%
59,777
40
$3.61M 1.14%
24,960
41
$3.37M 1.07%
96,420
-50,000
42
– –
-37,424
43
– –
-441,800
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