SM
Scoggin Management Portfolio holdings
AUM
$216M
This Quarter Return
+3.43%
1 Year Return
+27.01%
3 Year Return
+55.52%
5 Year Return
+65.04%
10 Year Return
+70.83%
AUM
$630M
AUM Growth
+$630M
(+58%)
Cap. Flow
+$232M
Cap. Flow
% of AUM
36.85%
Top 10 Holdings %
Top 10 Hldgs %
54.57%
Holding
116
New
39
Increased
15
Reduced
9
Closed
28
Top Buys
| 1 |
SLXP
SALIX PHARMACEUTICALS LTD DEL
SLXP
|
$66.5M |
| 2 |
Micron Technology
MU
|
$33.3M |
| 3 |
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
|
$30.7M |
| 4 |
American Airlines Group
AAL
|
$28.4M |
| 5 |
CLNY
Colony Capital, Inc.
CLNY
|
$27.7M |
Top Sells
| 1 |
YHOO
Yahoo Inc
YHOO
|
$26.3M |
| 2 |
AstraZeneca
AZN
|
$13M |
| 3 |
Williams Companies
WMB
|
$9.46M |
| 4 |
LVNTA
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
|
$7.55M |
| 5 |
AGN
Allergan plc
AGN
|
$7.26M |
Sector Composition
| 1 | Consumer Discretionary | 16.75% |
| 2 | Technology | 11.83% |
| 3 | Financials | 11.65% |
| 4 | Materials | 9.12% |
| 5 | Industrials | 8.21% |
