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
$36.9M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$1.48M
2 +$1.01M
3 +$887K
4
WFC icon
Wells Fargo
WFC
+$831K
5
AA icon
Alcoa
AA
+$573K

Top Sells

1 +$760K
2 +$624K
3 +$592K
4
CNQ icon
Canadian Natural Resources
CNQ
+$565K
5
UPBD icon
Upbound Group
UPBD
+$536K

Sector Composition

1 Industrials 27.09%
2 Materials 19.86%
3 Energy 18.98%
4 Financials 16.87%
5 Consumer Discretionary 12.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-375,668
27
-62,072
28
-19,276
29
-280,284