SCM
Stumpf Capital Management Portfolio holdings
AUM
$53.8M
This Quarter Return
-10.97%
1 Year Return
-43.02%
3 Year Return
-44.54%
5 Year Return
–
10 Year Return
–
AUM
$100M
AUM Growth
+$100M
(-7.7%)
Cap. Flow
+$4.26M
Cap. Flow
% of AUM
4.26%
Top 10 Holdings %
Top 10 Hldgs %
98.75%
Holding
45
New
2
Increased
5
Reduced
3
Closed
4
Top Buys
| 1 |
Vodafone
VOD
|
$1.48M |
| 2 |
GSK
GSK
|
$813K |
| 3 |
Macy's
M
|
$576K |
| 4 |
Ford
F
|
$515K |
| 5 |
Oneok
OKE
|
$501K |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$41K |
| 2 |
IBM
IBM
|
$26.9K |
| 3 |
Las Vegas Sands
LVS
|
$11.9K |
| 4 |
TotalEnergies
TTE
|
$10K |
| 5 |
Vale
VALE
|
$8K |
Sector Composition
| 1 | Financials | 64.75% |
| 2 | Energy | 23.67% |
| 3 | Communication Services | 5.39% |
| 4 | Healthcare | 2.41% |
| 5 | Consumer Staples | 2.15% |
