SSCM

Summit Street Capital Management Portfolio holdings

AUM $729M
1-Year Est. Return 30.15%
This Quarter Est. Return
1 Year Est. Return
+30.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$3.81M
2 +$3.17M
3 +$2.46M
4
KLIC icon
Kulicke & Soffa
KLIC
+$1.9M
5
UTHR icon
United Therapeutics
UTHR
+$1.88M

Top Sells

1 +$1.33M

Sector Composition

1 Technology 32.05%
2 Materials 15.52%
3 Energy 13.88%
4 Financials 12.68%
5 Healthcare 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.58M 1.81%
39,712
27
$2.38M 1.67%
186,676
-104,400
28
$2.31M 1.62%
214,916
+61,831
29
$1.48M 1.04%
388,836