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
$161M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$1.74M
3
+$1.22M
4
FDC
First Data Corporation
FDC
+$901K
5
AXP icon
American Express
AXP
+$847K

Top Sells

1
+$937K
2
+$753K
3
+$577K

Sector Composition

1 Financials 19.73%
2 Healthcare 13.56%
3 Industrials 13.36%
4 Technology 13.13%
5 Consumer Discretionary 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.61M 4.74%
46,380
2
$7.59M 4.73%
211,224
3
$6.96M 4.34%
142,493
4
$6.85M 4.27%
230,044
5
$6.63M 4.13%
705,639
+78,200
6
$6.62M 4.12%
40,000
+10,500
7
$6.02M 3.75%
244,366
-30,600
8
$5.88M 3.66%
379,400
+58,100
9
$5.82M 3.63%
51,958
10
$5.51M 3.44%
112,054
11
$5.34M 3.33%
472,800
12
$5.18M 3.23%
126,877
13
$4.96M 3.09%
746,411
+96,500
14
$4.84M 3.02%
70,000
15
$4.81M 3%
36,238
16
$4.68M 2.92%
198,431
17
$4.67M 2.91%
133,761
18
$4.49M 2.79%
55,159
19
$4.12M 2.57%
131,324
20
$4.02M 2.51%
17,519
21
$3.94M 2.45%
111,437
+19,100
22
$3.84M 2.39%
58,295
23
$3.81M 2.37%
32,452
24
$3.67M 2.29%
32,400
-5,100
25
$3.59M 2.24%
174,000
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