Fund HoldingsSciencast Management LP

Total Portfolio Value
$164.02M
Total Bought
$116.78M
Total Sold
$136.46M
Net Transaction
-$19.68M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MCDONALD'S CORP(MCD)06,957+6,95701,9621.20%+1,962
APTIV PLC(APTV)024,380+24,38001,9421.18%+1,942
APPLIED MATERIALS INC09,416+9,41601,9421.18%+1,942
ARCH CAPITAL GROUP LTD
ORD
020,987+20,98701,9401.18%+1,940
CHUBB LTD
COM
07,478+7,47801,9381.18%+1,938
ENTERGY CORP(ETR)018,333+18,33301,9371.18%+1,937
UNION PACIFIC CORP(UNP)07,872+7,87201,9361.18%+1,936
VISA INC-CLASS A SHARES(V)06,935+6,93501,9351.18%+1,935
TE CONNECTIVITY LTD(TEL)013,322+13,32201,9351.18%+1,935
ORACLE CORP(ORCL)015,381+15,38101,9321.18%+1,932
TARGA RESOURCES CORP(TRGP)017,058+17,05801,9101.16%+1,910
ABBOTT LABORATORIES016,597+16,59701,8861.15%+1,886
NXP SEMICONDUCTORS NV
COM
07,603+7,60301,8841.15%+1,884
AMERICAN EXPRESS CO(AXP)08,263+8,26301,8811.15%+1,881
INTERCONTINENTAL EXCHANGE IN(ICE)013,253+13,25301,8211.11%+1,821
ON SEMICONDUCTOR(ON)023,877+23,87701,7561.07%+1,756
CROWDSTRIKE HOLDINGS INC - A(CRWD)05,251+5,25101,6831.03%+1,683
PHILIP MORRIS INTERNATIONAL(PM)017,874+17,87401,6381.00%+1,638
L3HARRIS TECHNOLOGIES INC(LHX)07,558+7,55801,6110.98%+1,611
MEDTRONIC PLC(MDT)017,945+17,94501,5640.95%+1,564
AIRBNB INC-CLASS A09,444+9,44401,5580.95%+1,558
SEMPRA(SRE)020,729+20,72901,4890.91%+1,489
INTEL CORP(INTC)033,169+33,16901,4650.89%+1,465
EXELON CORP(EXC)038,895+38,89501,4610.89%+1,461
STATE STREET CORP(STT)018,726+18,72601,4480.88%+1,448
KROGER CO(KR)025,317+25,31701,4460.88%+1,446
SHERWIN-WILLIAMS CO/THE(SHW)05,605+5,60501,9471.19%+1,947
COCA-COLA CO/THE(KO)021,792+21,79201,3330.81%+1,333
CITIZENS FINANCIAL GROUP(CFG)035,596+35,59601,2920.79%+1,292
BUILDERS FIRSTSOURCE INC(BLDR)06,025+6,02501,2570.77%+1,257
BANK OF MONTREAL012,453+12,45301,2160.74%+1,216
CHENIERE ENERGY INC(LNG)07,407+7,40701,1950.73%+1,195
CHESAPEAKE ENERGY CORP(EXE)013,209+13,20901,1730.72%+1,173
AES CORP(AES)065,255+65,25501,1700.71%+1,170
CHURCH & DWIGHT CO INC(CHD)011,000+11,00001,1470.70%+1,147
TRANSUNION(TRU)013,302+13,30201,0620.65%+1,062
TECHNIPFMC PLC(FTI)042,161+42,16101,0590.65%+1,059
TEMPUR SEALY INTERNATIONAL I(SGI)018,495+18,49501,0510.64%+1,051
MARVELL TECHNOLOGY INC(MRVL)014,794+14,79401,0490.64%+1,049
ZOOM VIDEO COMMUNICATIONS-A(ZM)015,417+15,41701,0080.61%+1,008
TWILIO INC - A(TWLO)016,246+16,24609930.61%+993
OTIS WORLDWIDE CORP(OTIS)09,876+9,87609800.60%+980
ESTEE LAUDER COMPANIES-CL A(EL)06,138+6,13809460.58%+946
LOCKHEED MARTIN CORP(LMT)02,039+2,03909270.57%+927
KEURIG DR PEPPER INC(KDP)029,544+29,54409060.55%+906
XYLEM INC(XYL)07,006+7,00609050.55%+905
GENERAL DYNAMICS CORP(GD)03,150+3,15008900.54%+890
CENTENE CORP(CNC)011,284+11,28408860.54%+886
LINDE PLC(LIN)01,841+1,84108550.52%+855
ZOETIS INC(ZTS)05,043+5,04308530.52%+853
DOLLAR TREE INC(DLTR)06,336+6,33608440.51%+844
BOOZ ALLEN HAMILTON HOLDINGS05,533+5,53308210.50%+821
AMETEK INC6,79410,587+3,7931,1201,9361.18%+816
HUMANA INC(HUM)02,301+2,30107980.49%+798
PERFORMANCE FOOD GROUP CO(PFGC)010,480+10,48007820.48%+782
COUPANG INC(CPNG)043,461+43,46107730.47%+773
AZEK CO INC/THE014,993+14,99307530.46%+753
TRADE DESK INC/THE -CLASS A(TTD)08,525+8,52507450.45%+745
THOMSON REUTERS CORP(TRI)04,662+4,66207260.44%+726
STARBUCKS CORP(SBUX)018,154+18,15401,6591.01%+1,659
FIRST INTERSTATE BANCSYS-A(FIBK)025,921+25,92107050.43%+705
TEXAS ROADHOUSE INC(TXRH)04,434+4,43406850.42%+685
FRANKLIN RESOURCES INC(BEN)024,028+24,02806750.41%+675
CONSTELLATION ENERGY(CEG)06,101+6,10101,1280.69%+1,128
VAIL RESORTS INC(MTN)02,946+2,94606560.40%+656
BAKER HUGHES CO(BKR)025,593+25,59308570.52%+857
CLOROX COMPANY(CLX)04,174+4,17406390.39%+639
OVINTIV INC(OVV)16,60625,977+9,3717291,3480.82%+619
BATH & BODY WORKS INC012,368+12,36806190.38%+619
SEALED AIR CORP025,474+25,47409480.58%+948
SUN LIFE FINANCIAL INC(SLF)010,907+10,90705950.36%+595
FREEPORT-MCMORAN INC(FCX)017,323+17,32308150.50%+815
BROWN-FORMAN CORP-CLASS B(BF-A)011,144+11,14405750.35%+575
AXIS CAPITAL HOLDINGS LTD
SHS
08,793+8,79305720.35%+572
FLEX LTD(FLEX)018,990+18,99005430.33%+543
AMERICAN WATER WORKS CO INC04,370+4,37005340.33%+534
JEFFERIES FINANCIAL GROUP IN(JEF)011,996+11,99605290.32%+529
NETFLIX INC(NFLX)0863+86305240.32%+524
CHOICE HOTELS INTL INC(CHH)03,991+3,99105040.31%+504
TEXTRON INC(TXT)05,176+5,17604970.30%+497
CANADIAN NATURAL RESOURCES(CNQ)020,210+20,21001,5420.94%+1,542
ALPHABET INC-CL A(GOOG)9,55212,088+2,5361,3341,8241.11%+490
WATSCO INC(WSO)01,120+1,12004840.29%+484
BLACK HILLS CORP08,676+8,67604740.29%+474
INTERNATIONAL PAPER CO(IP)011,917+11,91704650.28%+465
CME GROUP INC(CME)02,122+2,12204570.28%+457
CELESTICA INC(CLS)021,892+21,89209840.60%+984
MONDELEZ INTERNATIONAL INC-A(MDLZ)06,518+6,51804560.28%+456
OPTION CARE HEALTH INC(OPCH)013,567+13,56704550.28%+455
TORONTO-DOMINION BANK(TD)07,500+7,50004530.28%+453
LEIDOS HOLDINGS INC(LDOS)03,331+3,33104370.27%+437
AERCAP HOLDINGS NV(AER)05,015+5,01504360.27%+436
BCE INC(BCE)012,330+12,33004190.26%+419
AKAMAI TECHNOLOGIES INC(AKAM)03,737+3,73704060.25%+406
CHEESECAKE FACTORY INC/THE(CAKE)011,064+11,06404000.24%+400
ASSURED GUARANTY LTD(AGO)07,131+7,13106220.38%+622
WEC ENERGY GROUP INC(WEC)18,53123,738+5,2071,5601,9491.19%+390
CORNING INC(GLW)011,787+11,78703890.24%+389
CRANE NXT CO(CXT)06,249+6,24903870.24%+387
BERKSHIRE HATHAWAY INC-CL B04,612+4,61201,9391.18%+1,939
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