SCM
Stanley Capital Management Portfolio holdings
AUM
$594M
This Quarter Return
+10.31%
1 Year Return
+13.26%
3 Year Return
+108.1%
5 Year Return
+258.13%
10 Year Return
+572.2%
AUM
$179M
AUM Growth
+$179M
(+13%)
Cap. Flow
+$7.17M
Cap. Flow
% of AUM
4%
Top 10 Holdings %
Top 10 Hldgs %
43.28%
Holding
35
New
1
Increased
8
Reduced
–
Closed
1
Top Buys
| 1 |
McKesson
MCK
|
$6.27M |
| 2 |
UnitedHealth
UNH
|
$1.92M |
| 3 |
American Express
AXP
|
$950K |
| 4 |
FDC
First Data Corporation
FDC
|
$714K |
| 5 |
Goldman Sachs
GS
|
$688K |
Top Sells
| 1 |
Trane Technologies
TT
|
$5.04M |
Sector Composition
| 1 | Financials | 20.44% |
| 2 | Technology | 13.57% |
| 3 | Healthcare | 13% |
| 4 | Consumer Discretionary | 12.89% |
| 5 | Industrials | 11.71% |
