ERM

Elm Ridge Management Portfolio holdings

AUM $88.7M
1-Year Est. Return 18.87%
This Quarter Est. Return
1 Year Est. Return
+18.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$5.99M
2 +$4.69M
3 +$2.76M
4
AA icon
Alcoa
AA
+$2.28M
5
APC
Anadarko Petroleum
APC
+$1.92M

Top Sells

1 +$6.05M
2 +$2.58M
3 +$2.55M
4
BPOP icon
Popular Inc
BPOP
+$2.38M
5
PTEN icon
Patterson-UTI
PTEN
+$2.36M

Sector Composition

1 Energy 54.37%
2 Financials 25.33%
3 Industrials 8.54%
4 Materials 3.8%
5 Consumer Discretionary 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.24M 0.9%
249,864
+136,859
27
$1.27M 0.51%
181,992
+43,042
28
-179,106