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
$3.32B
AUM Growth
-$407M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,480
New
Increased
Reduced
Closed

Top Buys

1 +$45.2M
2 +$43.2M
3 +$35.3M
4
F icon
Ford
F
+$35.1M
5
WFC icon
Wells Fargo
WFC
+$34.7M

Top Sells

1 +$44.7M
2 +$41.1M
3 +$40.1M
4
EBAY icon
eBay
EBAY
+$38.8M
5
BAX icon
Baxter International
BAX
+$35.6M

Sector Composition

1 Financials 17.92%
2 Industrials 14.43%
3 Consumer Discretionary 10.08%
4 Technology 9.2%
5 Healthcare 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
-375,980
1477
-34,084
1478
-385,104
1479
-5,102