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
$49.5M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$1.48M
2 +$1.09M
3 +$800K
4
C icon
Citigroup
C
+$658K
5
DAN icon
Dana Inc
DAN
+$585K

Top Sells

1 +$1.61M
2 +$1.55M
3 +$1.35M
4
FDX icon
FedEx
FDX
+$1.19M
5
MGA icon
Magna International
MGA
+$1.03M

Sector Composition

1 Energy 22.1%
2 Materials 21.9%
3 Industrials 20.1%
4 Financials 16.79%
5 Consumer Discretionary 14.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-62,882