SCM
Stevens Capital Management Portfolio holdings
AUM
$754M
1-Year Est. Return
29.88%
1 Year Est. Return
+29.88%
AUM
$368M
AUM Growth
-$34.8M
(-8.6%)
Holding
351
Top Buys
| 1 | +$36M | |
| 2 | +$11.8M | |
| 3 | +$7.52M | |
| 4 |
Progressive
PGR
|
+$6.89M |
| 5 |
Micron Technology
MU
|
+$6.22M |
Top Sells
| 1 | +$28.3M | |
| 2 | +$22.6M | |
| 3 | +$18.1M | |
| 4 |
Netflix
NFLX
|
+$10.3M |
| 5 |
Eli Lilly
LLY
|
+$9.94M |
Sector Composition
| 1 | Technology | 32.67% |
| 2 | Financials | 20.64% |
| 3 | Real Estate | 10.39% |
| 4 | Industrials | 5.96% |
| 5 | Consumer Staples | 5.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Williams Companies
WMB
$74.5B
| – | – |
-4,035
|
|