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
$108M
AUM Growth
+$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.39%
2 Technology 16.12%
3 Healthcare 15.03%
4 Industrials 13.48%
5 Consumer Discretionary 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.66M 6.16%
56,280
2
$6.38M 5.9%
205,224
3
$5.39M 4.99%
51,958
4
$5.27M 4.88%
70,100
5
$4.69M 4.34%
57,192
6
$4.66M 4.31%
102,379
7
$4.33M 4%
44,075
8
$4.08M 3.78%
67,493
9
$3.99M 3.69%
32,452
10
$3.85M 3.56%
38,138
11
$3.82M 3.53%
133,761
12
$3.79M 3.51%
137,978
13
$3.75M 3.47%
55,159
14
$3.62M 3.35%
255,709
15
$3.58M 3.31%
87,995
16
$3.46M 3.2%
78,821
17
$3.3M 3.06%
268,651
18
$3.28M 3.03%
107,742
19
$3.15M 2.91%
151,400
20
$3.11M 2.88%
64,629
21
$3M 2.78%
101,866
22
$2.62M 2.42%
69,837
23
$2.55M 2.36%
71,700
24
$2.52M 2.33%
92,924
25
$2.5M 2.32%
13,319
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