DAM
Doheny Asset Management Portfolio holdings
AUM
$143M
This Quarter Return
+2.43%
1 Year Return
+18.72%
3 Year Return
+131.17%
5 Year Return
–
10 Year Return
–
AUM
$209M
AUM Growth
+$209M
(+4.6%)
Cap. Flow
+$8.74M
Cap. Flow
% of AUM
4.18%
Top 10 Holdings %
Top 10 Hldgs %
35.05%
Holding
127
New
24
Increased
39
Reduced
14
Closed
7
Top Buys
| 1 |
Celldex Therapeutics
CLDX
|
$2.34M |
| 2 |
Energous
WATT
|
$2.25M |
| 3 |
Halliburton
HAL
|
$1.52M |
| 4 |
Bristol-Myers Squibb
BMY
|
$832K |
| 5 |
Novartis
NVS
|
$762K |
Top Sells
| 1 |
VLCCF
KNIGHTSBRIDGE TANKERS LTD
VLCCF
|
$4.29M |
| 2 |
Rithm Capital
RITM
|
$1.69M |
| 3 |
Geron
GERN
|
$1.41M |
| 4 |
CALD
Callidus Software, Inc.
CALD
|
$1.3M |
| 5 |
JASN
Jason Industries, Inc.
JASN
|
$1.14M |
Sector Composition
| 1 | Healthcare | 20.63% |
| 2 | Technology | 19.94% |
| 3 | Energy | 13.81% |
| 4 | Industrials | 9.09% |
| 5 | Real Estate | 7.15% |
