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

Top Buys

1
+$1.06M
2
+$585K
3
+$443K

Top Sells

1
+$835K
2
+$615K
3
+$513K
4
MSFT icon
Microsoft
MSFT
+$497K
5
GILD icon
Gilead Sciences
GILD
+$197K

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 6.25%
56,280
2
$6.43M 5.86%
205,224
3
$6.36M 5.79%
70,100
4
$5.61M 5.11%
51,958
5
$4.95M 4.51%
42,275
-1,800
6
$4.78M 4.36%
102,379
7
$4.05M 3.69%
49,592
-7,600
8
$4.01M 3.66%
32,452
9
$4.01M 3.65%
133,761
10
$3.97M 3.62%
38,138
11
$3.94M 3.59%
91,521
+12,700
12
$3.72M 3.39%
55,159
13
$3.65M 3.33%
137,760
-218
14
$3.52M 3.2%
107,742
15
$3.48M 3.17%
255,709
16
$3.4M 3.1%
77,095
-10,900
17
$3.3M 3%
268,651
18
$3.08M 2.8%
151,400
19
$2.94M 2.67%
52,893
-14,600
20
$2.8M 2.55%
92,924
21
$2.78M 2.53%
13,319
22
$2.61M 2.37%
38,465
23
$2.58M 2.35%
151,831
24
$2.49M 2.27%
84,800
+13,100
25
$2.48M 2.26%
53,729
-10,900
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