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GAM

Gotham Asset Management Portfolio holdings

AUM $32.7B
1-Year Est. Return 27.65%
This Fund
S&P 500
This Quarter Est. Return
-2.03%
1 Year Est. Return
+27.65%
3 Year Est. Return
+81.66%
5 Year Est. Return
+100%
10 Year Est. Return
+362.5%
AUM
$10.1B
AUM Growth
+$2.06B
Cap. Flow
+$2.32B
Cap. Flow %
23.07%
Top 10 Hldgs %
7.22%
Holding
1,164
New
184
Increased
372
Reduced
413
Closed
194

Top Sells

Rank Stock Value
1
TWX
Time Warner Inc
TWX
+$41.2M
2
WHR icon
Whirlpool
WHR
+$39.9M
3
LMT icon
Lockheed Martin
LMT
+$37.9M
4
INTU icon
Intuit
INTU
+$37.1M
5
UTHR icon
United Therapeutics
UTHR
+$36.9M

Sector Composition

Rank Sector Weight
1 Industrials 20.86%
2 Technology 18.86%
3 Consumer Discretionary 17.98%
4 Healthcare 11.75%
5 Consumer Staples 11.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OPEN
1151
DELISTED
OPENTABLE,INC COMMON STOCK
OPEN
-59,949
Closed -$6.21M
HITT
1152
DELISTED
HITTITE MICROWAVE CORP
HITT
-25,619
Closed -$2M
HOT
1153
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
-65,042
Closed -$5.26M
REGI
1154
DELISTED
Renewable Energy Group, Inc.
REGI
-138,471
Closed -$1.59M
UFS
1155
DELISTED
DOMTAR CORPORATION (New)
UFS
-8,771
Closed -$376K
BAS
1156
DELISTED
Basis Energy Services, Inc.
BAS
-18
Closed -$301K
CELG
1157
DELISTED
Celgene Corp
CELG
-63,980
Closed -$5.5M
BBOX
1158
DELISTED
Black Box Corp
BBOX
-11,196
Closed -$262K
EDE
1159
DELISTED
Empire District Electric
EDE
-25,669
Closed -$659K
TWC
1160
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
-14,900
Closed -$2.19M
KNGT
1161
DELISTED
KNIGHT TRANSPORTATION INC
KNGT
-334,851
Closed -$7.96M
CAS
1162
DELISTED
A M Castle & Co
CAS
-18,864
Closed -$208K
DNY
1163
DELISTED
DONNELLEY R R & SONS CO
DNY
-33,892
Closed -$575K
RTI
1164
DELISTED
RTI INTL METALS INC(HLDG CO)
RTI
-13,215
Closed -$351K

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Gotham Asset Management's Q3 2014 Portfolio in Review

As of Q3 2014, Gotham Asset Management held 1,164 positions worth $10.1B, up 26% from $7.99B the previous quarter. Its ten largest holdings account for 7.2% of the portfolio.

Gotham Asset Management deployed $2.32B of net new capital in Q3 2014, opening 184 new positions and adding to 372 existing holdings. Its largest new stake was ARRIS International plc Ordinary Shares: 1,834,577 shares worth $52M.

By sector, the portfolio is most concentrated in Industrials at 21% of assets, down from 23% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Time Warner Inc, an estimated $41.2M trimmed.

  • Gotham Asset Management's largest Q3 2014 buy was ARRIS International plc Ordinary Shares: 1,834,577 shares worth $52M.
  • Gotham Asset Management added most to Bunge Global in Q3 2014, an estimated $71M increase.
  • Gotham Asset Management's biggest Q3 2014 reduction was Time Warner Inc, cutting an estimated $41.2M.
  • Gotham Asset Management fully exited Intuit in Q3 2014, selling an estimated $37.1M.
  • Gotham Asset Management's ten largest holdings make up 7.2% of its $10.1B portfolio in Q3 2014.
  • Gotham Asset Management opened 184 new positions and closed 194 in Q3 2014.
  • Gotham Asset Management's portfolio value rose 26% quarter-over-quarter to $10.1B.

Based on Gotham Asset Management's 13F filing for Q3 2014, filed 14 Nov 2014.