SCM
Symons Capital Management Portfolio holdings
AUM $156M
1-Year Return
9.47%
This Quarter Return
+6.85%
1 Year Return
+9.47%
3 Year Return
+25.05%
5 Year Return
+28.02%
10 Year Return
–
AUM
$181M
AUM Growth
+$18.5M
(+11%)
Cap. Flow
+$7.81M
Cap. Flow
% of AUM
4.3%
Top 10 Holdings %
Top 10 Hldgs %
42.99%
Holding
91
New
11
Increased
19
Reduced
41
Closed
8
Top Buys
| 1 |
Campbell Soup
CPB
|
+$7.27M |
| 2 |
Gilead Sciences
GILD
|
+$6.84M |
| 3 |
Lockheed Martin
LMT
|
+$5.78M |
| 4 |
Becton Dickinson
BDX
|
+$3.88M |
| 5 |
FTI Consulting
FCN
|
+$2.13M |
Top Sells
| 1 |
Annaly Capital Management
NLY
|
+$4.05M |
| 2 |
Newell Brands
NWL
|
+$3.64M |
| 3 |
Consolidated Edison
ED
|
+$3.05M |
| 4 |
US Bancorp
USB
|
+$2.9M |
| 5 |
Archer Daniels Midland
ADM
|
+$2.74M |
Sector Composition
| 1 | Utilities | 23.29% |
| 2 | Consumer Staples | 18.23% |
| 3 | Industrials | 10.57% |
| 4 | Materials | 10.11% |
| 5 | Healthcare | 9.88% |
