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
$28.3M
AUM Growth
-$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.18M
3 +$876K
4
VTRS icon
Viatris
VTRS
+$470K
5
NBR icon
Nabors Industries
NBR
+$28.9K

Top Sells

1 +$4.74M
2 +$4.65M
3 +$4.14M
4
BHF icon
Brighthouse Financial
BHF
+$3.21M
5
MBI icon
MBIA
MBI
+$2.71M

Sector Composition

1 Industrials 29.91%
2 Financials 23.26%
3 Energy 22.62%
4 Materials 9.63%
5 Consumer Discretionary 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-159,414
27
-205,296
28
-442,553
29
-194,244
30
-300,951