SSCM

Summit Street Capital Management Portfolio holdings

AUM $606M
1-Year Est. Return 9.64%
This Quarter Est. Return
1 Year Est. Return
+9.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$2.97M
3
+$2.44M
4
MU icon
Micron Technology
MU
+$2.14M
5
KLAC icon
KLA
KLAC
+$1.88M

Top Sells

1
+$754K

Sector Composition

1 Technology 29.31%
2 Healthcare 15.54%
3 Financials 14.35%
4 Energy 14.35%
5 Consumer Discretionary 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.58M 2.44%
55,227
27
$3.25M 1.73%
60,650
28
$2.97M 1.58%
142,683
+64,157
29
$2.21M 1.17%
78,668
30
$1.56M 0.83%
26,800
1
2