SCM

Stevens Capital Management Portfolio holdings

AUM $368M
1-Year Est. Return 20.94%
This Quarter Est. Return
1 Year Est. Return
+20.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
889
New
Increased
Reduced
Closed

Top Buys

1 +$63.1M
2 +$53.4M
3 +$43.6M
4
LLY icon
Eli Lilly
LLY
+$39.3M
5
IBM icon
IBM
IBM
+$37M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 13.37%
2 Financials 12.91%
3 Technology 12.19%
4 Consumer Discretionary 9.59%
5 Energy 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$68K ﹤0.01%
+2,032
877
$65K ﹤0.01%
+15,198
878
$62K ﹤0.01%
+32,198
879
$61K ﹤0.01%
+527
880
$61K ﹤0.01%
+14,038
881
$58K ﹤0.01%
+12,867
882
$53K ﹤0.01%
+166
883
$50K ﹤0.01%
+12,609
884
$48K ﹤0.01%
+11,511
885
$45K ﹤0.01%
+10,355
886
$42K ﹤0.01%
+2,800
887
$34K ﹤0.01%
+10,325
888
$16K ﹤0.01%
+11,181
889
$13K ﹤0.01%
+57