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FHAM

Folger Hill Asset Management Portfolio holdings

AUM $16.5M
1-Year Est. Return 19.96%
This Fund
S&P 500
This Quarter Est. Return
+5.75%
1 Year Est. Return
+19.96%
3 Year Est. Return
+83.93%
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
-$503M
Cap. Flow
-$128M
Cap. Flow %
-9.99%
Top 10 Hldgs %
26.6%
Holding
263
New
100
Increased
34
Reduced
27
Closed
94

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$39.1M
2
CCI icon
Crown Castle
CCI
+$35M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$26.8M
4
CMCSA icon
Comcast
CMCSA
+$24.3M
5
AAPL icon
Apple
AAPL
+$21.8M

Sector Composition

Rank Sector Weight
1 Miscellaneous 24.39%
2 Communication Services 17.93%
3 Healthcare 14.11%
4 Consumer Discretionary 12.17%
5 Technology 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FINL
251
DELISTED
Finish Line
FINL
-194,700
Closed -$4.11M
TWX
252
DELISTED
Time Warner Inc
TWX
-115,213
Closed -$8.36M
BWLD
253
DELISTED
Buffalo Wild Wings, Inc.
BWLD
-26,900
Closed -$3.98M
VWR
254
DELISTED
VWR Corporation
VWR
-150,000
Closed -$4.06M
PNRA
255
CALL
DELISTED
Panera Bread Co
PNRA
-50,000
Closed -$10.2M
KATE
256
DELISTED
Kate Spade & Company
KATE
-140,482
Closed -$3.58M
BHI
257
DELISTED
Baker Hughes
BHI
-12,500
Closed -$548K
HAR
258
DELISTED
Harman International Industries
HAR
-54,951
Closed -$4.89M
BXLT
259
DELISTED
BAXALTA INC COM STK (DE)
BXLT
-75,000
Closed -$3.03M
CRC
260
DELISTED
California Resources Corporation
CRC
-21,772
Closed -$224K
SPLS
261
CALL
DELISTED
Staples Inc
SPLS
-297,000
Closed -$3.28M
LNKD
262
DELISTED
LinkedIn Corporation
LNKD
-63,900
Closed -$7.31M
KNGT
263
DELISTED
KNIGHT TRANSPORTATION INC
KNGT
-34,385
Closed -$899K

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Folger Hill Asset Management's Q2 2016 Portfolio in Review

As of Q2 2016, Folger Hill Asset Management held 263 positions worth $1.28B, down 28% from $1.79B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Folger Hill Asset Management withdrew a net $128M in Q2 2016, closing 94 positions and reducing 27 holdings. Its most notable exit was Microsoft, an estimated $39.1M position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 24% of assets, down from 40% a quarter earlier, followed by Communication Services and Healthcare.

Against the trend, Folger Hill Asset Management opened a new position in Charter Communications worth $35.6M.

  • Folger Hill Asset Management's largest Q2 2016 buy was Charter Communications: 155,900 shares worth $35.6M.
  • Folger Hill Asset Management added most to Netflix in Q2 2016, an estimated $13M increase.
  • Folger Hill Asset Management's biggest Q2 2016 reduction was Amazon, cutting an estimated $15.8M.
  • Folger Hill Asset Management fully exited Microsoft in Q2 2016, selling an estimated $39.1M.
  • Folger Hill Asset Management's ten largest holdings make up 27% of its $1.28B portfolio in Q2 2016.
  • Folger Hill Asset Management opened 100 new positions and closed 94 in Q2 2016.
  • Folger Hill Asset Management's portfolio value fell 28% quarter-over-quarter to $1.28B.

Based on Folger Hill Asset Management's 13F filing for Q2 2016, filed 15 Aug 2016.