SCC
Steel Canyon Capital Portfolio holdings
AUM
$55.7M
1-Year Est. Return
21.66%
1 Year Est. Return
+21.66%
AUM
$63.4M
AUM Growth
+$13.3M
(+26%)
Holding
27
Top Buys
| 1 | +$3.19M | |
| 2 | +$3.05M | |
| 3 | +$2.92M | |
| 4 |
S&P Global
SPGI
|
+$2.73M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$2.42M |
Top Sells
| 1 | +$2.56M | |
| 2 | +$2.49M | |
| 3 | +$2.19M | |
| 4 |
RH
RH
|
+$1.96M |
| 5 |
Atlanta Braves Holdings Series B
BATRK
|
+$1.15M |
Sector Composition
| 1 | Financials | 45.31% |
| 2 | Communication Services | 20.74% |
| 3 | Consumer Discretionary | 18.71% |
| 4 | Real Estate | 0.7% |
| 5 | Energy | 0.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Warner Music
WMG
$15.3B
| – | – |
-25,064
|
|
||
27
Willis Towers Watson
WTW
$31.8B
| – | – |
-11,000
|
|