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
$34.2M
AUM Growth
+$5.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$987K
2 +$961K
3 +$869K
4
UPBD icon
Upbound Group
UPBD
+$536K
5
AER icon
AerCap
AER
+$527K

Top Sells

1 +$1.66M
2 +$1.64M
3 +$876K
4
LEA icon
Lear
LEA
+$862K
5
CNQ icon
Canadian Natural Resources
CNQ
+$625K

Sector Composition

1 Industrials 27.74%
2 Energy 26.72%
3 Financials 19.57%
4 Materials 11.04%
5 Consumer Discretionary 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-43,700