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
$458M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$13.5M
3
+$13.4M
4
ARKK icon
ARK Innovation ETF
ARKK
+$10.5M
5
PYPL icon
PayPal
PYPL
+$8.08M

Top Sells

1
+$12.2M
2
+$7.92M
3
+$7.1M
4
MSFT icon
Microsoft
MSFT
+$6.64M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$5.8M

Sector Composition

1 Consumer Discretionary 13.48%
2 Financials 12.19%
3 Healthcare 9.85%
4 Technology 8.96%
5 Industrials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
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