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
$316M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.64M
3
+$2.5M
4
POLY
Plantronics, Inc.
POLY
+$2.42M
5
NLSN
Nielsen Holdings plc
NLSN
+$2.42M

Top Sells

1
+$5.96M
2
+$2.59M
3
+$1.75M
4
TEX icon
Terex
TEX
+$1.58M

Sector Composition

1 Industrials 24%
2 Technology 18.77%
3 Consumer Discretionary 15.73%
4 Healthcare 13.32%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.4M 4.56%
31,100
+1,000
2
$12.6M 3.98%
152,800
+18,000
3
$12.5M 3.94%
79,300
4
$11.1M 3.52%
235,700
+15,000
5
$11.1M 3.5%
212,400
+29,000
6
$10.6M 3.35%
517,200
+118,000
7
$10.1M 3.19%
90,493
8
$10.1M 3.19%
256,700
+37,000
9
$10M 3.16%
129,400
10
$10M 3.16%
346,000
+24,000
11
$9.73M 3.07%
575,313
+147,885
12
$9.71M 3.07%
218,142
13
$9.49M 3%
38,200
14
$9.11M 2.88%
1,050,342
-299,277
15
$9.09M 2.87%
87,559
+38,000
16
$8.44M 2.67%
96,800
+6,000
17
$8.22M 2.6%
125,700
18
$7.73M 2.44%
263,414
+82,583
19
$7.63M 2.41%
22,700
+6,000
20
$7.53M 2.38%
29,100
+3,000
21
$7.5M 2.37%
19,619
22
$7.33M 2.32%
44,830
23
$7.09M 2.24%
72,800
24
$6.67M 2.11%
217,000
+26,000
25
$6.54M 2.07%
245,976
+26,315
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