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
$2.79B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1 +$45.7M
2 +$33.9M
3 +$33.1M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$32.4M
5
MCD icon
McDonald's
MCD
+$32M

Top Sells

1 +$34.7M
2 +$32M
3 +$30M
4
PG icon
Procter & Gamble
PG
+$28.7M
5
KHC icon
Kraft Heinz
KHC
+$25.5M

Sector Composition

1 Consumer Discretionary 13.93%
2 Industrials 13.03%
3 Financials 12.9%
4 Healthcare 11.31%
5 Technology 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
-6,556