SW
SCM

SVB Wealth’s SWISSCOM AG ADS(RP 1/10 REG SH SCM Stock Holding History

SVB Wealth’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,727
Closed -$224K – 931
2023
Q4 		$224K Buy
+3,727
New +$224K 0.01% 731
2022
Q3 		– Sell
-4,383
Closed -$242K – 1025
2022
Q2 		$242K Sell
4,383
-6,119
-58% -$338K ﹤0.01% 629
2022
Q1 		$636K Buy
10,502
+505
+5% +$30.6K 0.01% 401
2021
Q4 		$564K Buy
9,997
+397
+4% +$22.4K 0.01% 425
2021
Q3 		$552K Buy
9,600
+1,314
+16% +$75.6K 0.01% 568
2021
Q2 		$474K Buy
8,286
+76
+0.9% +$4.35K 0.01% 597
2021
Q1 		$442K Buy
8,210
+3,568
+77% +$192K 0.01% 560
2020
Q4 		$251K Buy
+4,642
New +$251K ﹤0.01% 681

Other funds holding SCM

BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.52B AUM 27.87% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return