SC

SummitTX Capital Portfolio holdings

AUM $2.4B
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.27B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1 +$281M
2 +$94.3M
3 +$26.4M
4
EVRG icon
Evergy
EVRG
+$24M
5
CYBR icon
CyberArk
CYBR
+$20.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.82%
2 Industrials 9%
3 Utilities 8.81%
4 Healthcare 7.77%
5 Financials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$1.98M 0.09%
+38,836
252
$1.97M 0.08%
+66,959
253
$1.96M 0.08%
+12,765
254
$1.95M 0.08%
+57,344
255
$1.93M 0.08%
+29,732
256
$1.92M 0.08%
+62,083
257
$1.92M 0.08%
+14,030
258
$1.9M 0.08%
+5,152
259
$1.89M 0.08%
+27,861
260
$1.88M 0.08%
+11,800
261
$1.88M 0.08%
+61,889
262
$1.87M 0.08%
+3,989
263
$1.86M 0.08%
+42,518
264
$1.85M 0.08%
+56,293
265
$1.84M 0.08%
+7,412
266
$1.82M 0.08%
+8,798
267
$1.81M 0.08%
+289,614
268
$1.8M 0.08%
+82,022
269
$1.8M 0.08%
+89,654
270
$1.79M 0.08%
+14,400
271
$1.78M 0.08%
+204,474
272
$1.78M 0.08%
+297,128
273
$1.75M 0.08%
+9,857
274
$1.75M 0.08%
+6,630
275
$1.75M 0.08%
+4,747