SCM

Stevens Capital Management Portfolio holdings

AUM $754M
1-Year Est. Return 29.88%
This Quarter Est. Return
1 Year Est. Return
+29.88%
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 +$29.9M
2 +$9.99M
3 +$8.24M
4
GS icon
Goldman Sachs
GS
+$4.63M
5
HD icon
Home Depot
HD
+$4.53M

Top Sells

1 +$43.2M
2 +$17.1M
3 +$12.9M
4
AAPL icon
Apple
AAPL
+$12.4M
5
AMZN icon
Amazon
AMZN
+$12M

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
in Stake
Capital Flow
276
-4,380
277
-9,700