SCM

Stevens Capital Management Portfolio holdings

AUM $284M
1-Year Est. Return 29.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$9.57M
3
+$8.55M
4
GS icon
Goldman Sachs
GS
+$4.78M
5
HD icon
Home Depot
HD
+$4.53M

Top Sells

1
+$43.9M
2
+$17.1M
3
+$13.7M
4
AAPL icon
Apple
AAPL
+$12.9M
5
AMZN icon
Amazon
AMZN
+$12.6M

Sector Composition

1 Financials 24.37%
2 Healthcare 10.26%
3 Technology 9.54%
4 Consumer Discretionary 7.46%
5 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
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