SI

Shaker Investments Portfolio holdings

AUM $250M
1-Year Est. Return 36.06%
This Quarter Est. Return
1 Year Est. Return
+36.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.84M
3
+$1.81M
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$1.75M
5
PODD icon
Insulet
PODD
+$1.4M

Top Sells

1
+$2.42M
2
+$2.31M
3
+$1.46M
4
CSGP icon
CoStar Group
CSGP
+$1.33M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.15M

Sector Composition

1 Technology 31%
2 Financials 16.91%
3 Healthcare 15.42%
4 Consumer Discretionary 11.16%
5 Industrials 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.04M 1.42%
49,078
+28,283
27
$3M 1.4%
29,566
+848
28
$2.87M 1.34%
45,270
-180
29
$2.79M 1.3%
75,927
+280
30
$2.73M 1.27%
9,946
-3,281
31
$2.67M 1.25%
55,526
+273
32
$2.56M 1.19%
9,038
+5
33
$2.49M 1.16%
49,125
+44
34
$2.44M 1.14%
29,236
+76
35
$2.44M 1.14%
32,089
+2,924
36
$2.4M 1.12%
41,081
-13,493
37
$2.34M 1.09%
32,498
+29
38
$2.31M 1.08%
46,590
+37,090
39
$2.18M 1.02%
6,969
+8
40
$2.16M 1.01%
9,490
-35
41
$2.05M 0.95%
35,542
-89
42
$1.95M 0.91%
10,665
+66
43
$1.94M 0.91%
52,568
+37
44
$1.85M 0.86%
13,453
-70
45
$1.85M 0.86%
15,131
+45
46
$1.84M 0.86%
13,487
+6
47
$1.83M 0.85%
12,044
-15,230
48
$1.81M 0.85%
+14,289
49
$1.75M 0.82%
117,718
+51,931
50
$1.72M 0.8%
27,780
+75
1
2
3 4