KA
Kerrisdale Advisers Portfolio holdings
AUM
$192M
This Quarter Return
-1.61%
1 Year Return
+14.86%
3 Year Return
+41.33%
5 Year Return
+55.08%
10 Year Return
+585.08%
AUM
$202M
AUM Growth
+$202M
(-11%)
Cap. Flow
-$23.5M
Cap. Flow
% of AUM
-11.67%
Top 10 Holdings %
Top 10 Hldgs %
69.09%
Holding
65
New
9
Increased
14
Reduced
10
Closed
22
Top Buys
| 1 |
Herbalife
HLF
|
$11.2M |
| 2 |
JGW
J G WENTWORTH CO CL A COM STK (DE)
JGW
|
$8.5M |
| 3 |
Nu Skin
NUS
|
$7.77M |
| 4 |
BGC Group
BGC
|
$7.38M |
| 5 |
IAC Inc
IAC
|
$6.85M |
Top Sells
| 1 |
ETFC
E*Trade Financial Corporation
ETFC
|
$12.6M |
| 2 |
Murphy USA
MUSA
|
$7.24M |
| 3 |
Union Pacific
UNP
|
$7.18M |
| 4 |
Lindsay Corp
LNN
|
$5.97M |
| 5 |
Walmart
WMT
|
$5.76M |
Sector Composition
| 1 | Financials | 21.8% |
| 2 | Industrials | 19.38% |
| 3 | Consumer Discretionary | 12.67% |
| 4 | Consumer Staples | 12.12% |
| 5 | Real Estate | 9.53% |
