LA
Linden Advisors Portfolio holdings
AUM
$16.3B
This Quarter Return
+0.23%
1 Year Return
+1.56%
3 Year Return
+2.76%
5 Year Return
+8.03%
10 Year Return
+25.77%
AUM
$4.17B
AUM Growth
+$824M
(+25%)
Cap. Flow
-$2.96B
Cap. Flow
% of AUM
-70.92%
Top 10 Holdings %
Top 10 Hldgs %
35.69%
Holding
165
New
20
Increased
2
Reduced
6
Closed
8
Top Buys
| 1 |
Goldman Sachs
GS
|
$38M |
| 2 |
Blackrock
BLK
|
$34.7M |
| 3 |
Progressive
PGR
|
$26.1M |
| 4 |
Allstate
ALL
|
$25.4M |
| 5 |
MetLife
MET
|
$24.4M |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
$50.6M |
| 2 |
WLL
Whiting Petroleum Corporation
WLL
|
$6.77M |
| 3 |
AHP.PRB
Ashford Hospitality Prime, Inc.
AHP.PRB
|
$5.53M |
| 4 |
Bank of America
BAC
|
$5.28M |
| 5 |
Teva Pharmaceuticals
TEVA
|
$3.79M |
Sector Composition
| 1 | Financials | 4.75% |
| 2 | Technology | 0.82% |
| 3 | Energy | 0.62% |
| 4 | Communication Services | 0.36% |
| 5 | Consumer Staples | 0.34% |