SRCM

Swift Run Capital Management Portfolio holdings

AUM $50.4M
1-Year Est. Return 9.65%
This Quarter Est. Return
1 Year Est. Return
+9.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$4.25M
2 +$126K
3 +$107K
4
DD icon
DuPont de Nemours
DD
+$44.3K
5
GS icon
Goldman Sachs
GS
+$11.9K

Sector Composition

1 Financials 22.59%
2 Consumer Discretionary 15.83%
3 Energy 12.1%
4 Materials 8.27%
5 Real Estate 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0
52
-10,215
53
0