AAM
Alken Asset Management Portfolio holdings
AUM
$57M
This Quarter Return
+2.25%
1 Year Return
+1.78%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$25.3M
AUM Growth
+$25.3M
(+5.1%)
Cap. Flow
+$175K
Cap. Flow
% of AUM
0.69%
Top 10 Holdings %
Top 10 Hldgs %
52.14%
Holding
41
New
1
Increased
–
Reduced
1
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$1.58M |
Top Sells
| 1 |
Bank of America Series L
BAC.PRL
|
$1.4M |
Sector Composition
| 1 | Technology | 6.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Bank of America Series L
BAC.PRL
$3.84B
| $1.84M | 7.29% | 1,380 -1,050 | -43% | -$1.4M |
|
|
2
Microsoft
MSFT
$3.77T
| $1.58M | 6.24% | +7,750 | New | +$1.58M |
|