LOM

Loeb Offshore Management Portfolio holdings

AUM $543M
1-Year Est. Return 49.52%
This Quarter Est. Return
1 Year Est. Return
+49.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$555M
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1 +$46.9M
2 +$43.8M
3 +$30.3M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$26.2M
5
CNMD icon
CONMED
CNMD
+$19.6M

Top Sells

1 +$10.8M
2 +$10.3M
3 +$7.83M
4
ATMI
A T M I INC
ATMI
+$7.57M
5
ARTC
ARTHROCARE CORP
ARTC
+$7.29M

Sector Composition

1 Healthcare 28.74%
2 Communication Services 14.1%
3 Financials 9.56%
4 Technology 6.82%
5 Consumer Staples 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-59,933
202
-141,481
203
-329,484
204
-30,275
205
-402,066
206
-171,558
207
-713,259
208
-75,000
209
-150,000
210
-385,900
211
-60,000
212
-134,717
213
-2,745
214
-15,522
215
-33,778
216
-82,343
217
-29
218
-187,923