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
$110M
AUM Growth
+$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$547K
3
+$385K

Top Sells

1
+$810K
2
+$620K
3
+$503K
4
MSFT icon
Microsoft
MSFT
+$481K
5
GILD icon
Gilead Sciences
GILD
+$211K

Sector Composition

1 Financials 25.26%
2 Healthcare 16.56%
3 Technology 15.76%
4 Industrials 11.76%
5 Consumer Discretionary 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.87M 6.05%
56,280
2
$6.43M 5.67%
205,224
3
$6.36M 5.61%
70,100
4
$5.61M 4.95%
51,958
5
$4.95M 4.36%
42,275
-1,800
6
$4.78M 4.22%
102,379
7
$4.05M 3.57%
49,592
-7,600
8
$4.01M 3.54%
32,452
9
$4.01M 3.53%
133,761
10
$3.97M 3.5%
38,138
11
$3.94M 3.48%
91,521
+12,700
12
$3.72M 3.28%
55,159
13
$3.65M 3.22%
137,760
-218
14
$3.52M 3.1%
107,742
15
$3.48M 3.07%
255,709
16
$3.4M 3%
77,095
-10,900
17
$3.3M 2.91%
268,651
18
$3.08M 2.71%
151,400
19
$2.94M 2.59%
52,893
-14,600
20
$2.8M 2.47%
92,924
21
$2.78M 2.45%
13,319
22
$2.61M 2.3%
38,465
23
$2.58M 2.28%
151,831
24
$2.49M 2.2%
84,800
+13,100
25
$2.48M 2.18%
53,729
-10,900
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