SAM
Sandell Asset Management Portfolio holdings
AUM
$174M
This Quarter Return
+6.21%
1 Year Return
+49.32%
3 Year Return
+209.35%
5 Year Return
+577.99%
10 Year Return
–
AUM
$484M
AUM Growth
+$484M
(-15%)
Cap. Flow
-$102M
Cap. Flow
% of AUM
-21.17%
Top 10 Holdings %
Top 10 Hldgs %
69.13%
Holding
42
New
11
Increased
11
Reduced
4
Closed
13
Top Buys
| 1 |
General Motors
GM
|
$24.3M |
| 2 |
BOBE
Bob Evans Farms, Inc.
BOBE
|
$17M |
| 3 |
Myers Industries
MYE
|
$16.7M |
| 4 |
Equinix
EQIX
|
$16.6M |
| 5 |
MTOR
MERITOR, Inc.
MTOR
|
$14.6M |
Top Sells
| 1 |
SE
Spectra Energy Corp Wi
SE
|
$68.8M |
| 2 |
NYX
NYSE EURONEXT INC
NYX
|
$26.2M |
| 3 |
ONXX
ONYX PHARMACEUTICALS INC
ONXX
|
$21.1M |
| 4 |
ELN
ELAN CORP ADS(RP1 ORD4IRISH PN
ELN
|
$20.4M |
| 5 |
NE
Noble Corporation
NE
|
$19.5M |
Sector Composition
| 1 | Consumer Discretionary | 30.8% |
| 2 | Industrials | 15.84% |
| 3 | Real Estate | 13.1% |
| 4 | Energy | 10.91% |
| 5 | Materials | 6.63% |
