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
$236M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$4.29M
3
+$2.06M
4
RHI icon
Robert Half
RHI
+$1.15M
5
AMAT icon
Applied Materials
AMAT
+$220K

Top Sells

1
+$2.91M
2
+$1.91M
3
+$1.89M
4
GM icon
General Motors
GM
+$1.24M
5
FI icon
Fiserv
FI
+$920K

Sector Composition

1 Healthcare 26.17%
2 Technology 23.56%
3 Financials 15.78%
4 Communication Services 12.37%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.7M 5.82%
45,400
-1,700
2
$13.6M 5.79%
223,500
+3,600
3
$12.2M 5.17%
345,842
+5,600
4
$11.8M 4.99%
101,759
-7,957
5
$11.4M 4.82%
55,400
+900
6
$10.4M 4.43%
43,958
+700
7
$10M 4.25%
52,400
+800
8
$9.68M 4.11%
323,600
+5,200
9
$9.67M 4.1%
69,900
+1,100
10
$9.45M 4.01%
31,938
-2,800
11
$9.43M 4%
149,293
+18,200
12
$9.04M 3.84%
72,630
+1,200
13
$8.31M 3.52%
52,695
+900
14
$7.82M 3.32%
116,800
+2,000
15
$7.61M 3.23%
+121,100
16
$7.46M 3.16%
25,380
+400
17
$6.44M 2.73%
222,659
+3,600
18
$6.26M 2.66%
113,900
+1,800
19
$6.12M 2.59%
99,600
+33,600
20
$5.68M 2.41%
84,960
+2,000
21
$5.55M 2.35%
24,119
+400
22
$5.43M 2.31%
528,721
+8,600
23
$4.6M 1.95%
154,324
24
$4.35M 1.84%
214,200
-19,100
25
$4.29M 1.82%
+145,000
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