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AAM

Alken Asset Management Portfolio holdings

AUM $89.6M
1-Year Est. Return 3.28%
This Fund
S&P 500
This Quarter Est. Return
-0.55%
1 Year Est. Return
-3.28%
3 Year Est. Return
-0.22%
5 Year Est. Return
10 Year Est. Return
AUM
$81.3M
AUM Growth
-$2.83M
Cap. Flow
-$14.9M
Cap. Flow %
-18.36%
Top 10 Hldgs %
99.49%
Holding
15
New
12
Increased
Reduced
1
Closed
1

Top Sells

Rank Stock Value
1
LBTYA icon
Liberty Global Class A
LBTYA
+$40.9M
2
ACI
ARCH COAL, INC.
ACI
+$2.12K

Sector Composition

Rank Sector Weight
1 Energy 51.74%
2 Communication Services 45.11%
3 Industrials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ACI
1
DELISTED
ARCH COAL, INC.
ACI
$42.1M 51.74%
615,693
-31
-0% -$2.12K
LILA icon
2
Liberty Latin America Class A
LILA
$1.5B
$36.7M 45.11%
+1,782,665
New +$24.4M
RYAAY icon
3
Ryanair
RYAAY
$29.3B
$928K 1.14%
21,558
EMB icon
4
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$254K 0.31%
+2,227
New +$256K
EEM icon
5
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$227K 0.28%
+5,477
New +$223K
VNQ icon
6
Vanguard Real Estate ETF
VNQ
$39.1B
$194K 0.24%
+2,330
New +$194K
DFE icon
7
WisdomTree Europe SmallCap Dividend Fund
DFE
$162M
$180K 0.22%
+2,793
New +$178K
AGG icon
8
iShares Core US Aggregate Bond ETF
AGG
$137B
$126K 0.16%
+1,154
New +$126K
HYG icon
9
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$126K 0.16%
+1,431
New +$126K
CWB icon
10
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.74B
$118K 0.15%
+2,388
New +$117K
BNDX icon
11
Vanguard Total International Bond ETF
BNDX
$81.8B
$116K 0.14%
+2,136
New +$116K
EFA icon
12
iShares MSCI EAFE ETF
EFA
$76.1B
$116K 0.14%
+1,776
New +$115K
IWM icon
13
iShares Russell 2000 ETF
IWM
$81.2B
$91K 0.11%
+647
New +$89.5K
QQQ icon
14
Invesco QQQ Trust
QQQ
$460B
$90K 0.11%
+657
New +$90.3K
LBTYA icon
15
Liberty Global Class A
LBTYA
$3.48B
-1,141,563
Closed -$40.9M

Similar funds

Alken Asset Management's Q2 2017 Portfolio in Review

As of Q2 2017, Alken Asset Management held 15 positions worth $81.3M, down 3.4% from $84.1M the previous quarter. Its ten largest holdings account for 99% of the portfolio.

Alken Asset Management withdrew a net $14.9M in Q2 2017, closing 1 position and reducing 1 holding. Its most notable exit was Liberty Global Class A, an estimated $40.9M position sold in full.

By sector, the portfolio is most concentrated in Energy at 52% of assets, up from 50% a quarter earlier, followed by Communication Services and Industrials.

Against the trend, Alken Asset Management opened a new position in Liberty Latin America Class A worth $36.7M.

  • Alken Asset Management's largest Q2 2017 buy was Liberty Latin America Class A: 1,782,665 shares worth $36.7M.
  • Alken Asset Management's biggest Q2 2017 reduction was ARCH COAL, INC., cutting an estimated $2.12K.
  • Alken Asset Management fully exited Liberty Global Class A in Q2 2017, selling an estimated $40.9M.
  • Alken Asset Management's ten largest holdings make up 99% of its $81.3M portfolio in Q2 2017.
  • Alken Asset Management opened 12 new positions and closed 1 in Q2 2017.
  • Alken Asset Management's portfolio value fell 3.4% quarter-over-quarter to $81.3M.

Based on Alken Asset Management's 13F filing for Q2 2017, filed 11 Aug 2017.