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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$5.66M
3
+$5.14M
4
MCO icon
Moody's
MCO
+$4.98M
5
HPQ icon
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 Change
in Stake 		Capital Flow
1
$5.69M 5.06%
+56,280
2
$5.66M 5.04%
+205,224
3
$5.14M 4.58%
+70,100
4
$4.98M 4.43%
+51,958
5
$4.66M 4.15%
+255,709
6
$4.55M 4.05%
+102,379
7
$4.34M 3.86%
+57,192
8
$4.16M 3.7%
+44,075
9
$4.11M 3.66%
+38,138
10
$4.09M 3.64%
+87,995
11
$3.94M 3.5%
+67,493
12
$3.64M 3.23%
+137,978
13
$3.5M 3.11%
+55,159
14
$3.41M 3.03%
+101,866
15
$3.4M 3.02%
+32,452
16
$3.25M 2.89%
+107,742
17
$3.24M 2.89%
+133,761
18
$3.1M 2.76%
+78,821
19
$3.08M 2.74%
+268,651
20
$2.88M 2.56%
+64,629
21
$2.72M 2.42%
+151,831
22
$2.71M 2.41%
+151,400
23
$2.65M 2.36%
+92,924
24
$2.58M 2.3%
+13,319
25
$2.44M 2.17%
+69,837
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