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
$515M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1 +$3.95M
2 +$3.2M
3 +$2.05M
4
AXTA icon
Axalta
AXTA
+$1.81M
5
ULTA icon
Ulta Beauty
ULTA
+$1.8M

Top Sells

1 +$11M

Sector Composition

1 Technology 25.95%
2 Industrials 19.84%
3 Healthcare 14.92%
4 Financials 12.15%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$9.09M 1.77%
234,600
27
$9.07M 1.76%
625,608
28
$8.33M 1.62%
10,000
29
$7.95M 1.54%
296,700
30
$7.84M 1.52%
216,600
+50,000
31
$7.48M 1.45%
15,758
32
$6.67M 1.3%
950,342
33
$6.32M 1.23%
14,695
34
$5.25M 1.02%
137,000
35
$4.69M 0.91%
349,000
36
$4.17M 0.81%
24,960
37
$3.96M 0.77%
53,800
38
-272,400