ACM
Anandar Capital Management Portfolio holdings
AUM
$140M
This Quarter Return
+2.39%
1 Year Return
+4.95%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(-12%)
Cap. Flow
-$21.6M
Cap. Flow
% of AUM
-15.38%
Top 10 Holdings %
Top 10 Hldgs %
64.52%
Holding
53
New
15
Increased
2
Reduced
6
Closed
13
Top Buys
| 1 |
QIHU
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
|
$18.3M |
| 2 |
STJ
St Jude Medical
STJ
|
$11.7M |
| 3 |
VMW
VMware, Inc
VMW
|
$7.75M |
| 4 |
Delek US
DK
|
$7.27M |
| 5 |
MDVN
MEDIVATION, INC.
MDVN
|
$6.03M |
Top Sells
| 1 |
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
|
$28.6M |
| 2 |
YHOO
Yahoo Inc
YHOO
|
$16.7M |
| 3 |
ADT
ADT CORP
ADT
|
$12.6M |
| 4 |
TWX
Time Warner Inc
TWX
|
$7.33M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$6.79M |
Sector Composition
| 1 | Technology | 28.24% |
| 2 | Healthcare | 16.41% |
| 3 | Consumer Discretionary | 12.49% |
| 4 | Communication Services | 8.62% |
| 5 | Industrials | 6.04% |