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
$228M
AUM Growth
+$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$690K

Top Sells

1
+$8.75M

Sector Composition

1 Financials 19.13%
2 Healthcare 18.41%
3 Industrials 14.31%
4 Technology 13.26%
5 Communication Services 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.4M 4.99%
543,000
2
$11M 4.84%
46,300
3
$10.4M 4.57%
224,824
4
$10.2M 4.48%
+250,266
5
$10M 4.4%
163,861
6
$9.88M 4.34%
151,693
7
$8.54M 3.75%
50,058
8
$7.72M 3.39%
472,800
9
$7.42M 3.26%
55,600
10
$7.4M 3.25%
318,400
11
$7.34M 3.23%
74,930
12
$7.17M 3.15%
36,238
13
$6.9M 3.03%
135,077
14
$6.85M 3.01%
112,100
15
$6.82M 3%
120,800
16
$6.48M 2.85%
284,144
17
$6.3M 2.77%
159,837
18
$6.13M 2.69%
24,980
19
$5.96M 2.62%
211,231
20
$5.86M 2.57%
1,780,511
21
$5.78M 2.54%
187,000
22
$5.75M 2.53%
58,295
23
$5.54M 2.43%
131,324
24
$5.51M 2.42%
1,198,622
+150,000
25
$5.49M 2.41%
151,800
1
2