SI
Shaker Investments Portfolio holdings
AUM
$244M
This Quarter Return
+3.68%
1 Year Return
+31.62%
3 Year Return
+134.92%
5 Year Return
+254.23%
10 Year Return
+1,115.38%
AUM
$154M
AUM Growth
+$154M
(-4.6%)
Cap. Flow
-$7.44M
Cap. Flow
% of AUM
-4.83%
Top 10 Holdings %
Top 10 Hldgs %
49.88%
Holding
65
New
13
Increased
21
Reduced
19
Closed
8
Top Buys
| 1 |
Eagle Materials
EXP
|
$3.89M |
| 2 |
AGN
Allergan plc
AGN
|
$3.66M |
| 3 |
Pegasystems
PEGA
|
$3.57M |
| 4 |
Booking.com
BKNG
|
$2.91M |
| 5 |
MNTX
Manitex International, Inc.
MNTX
|
$1.88M |
Top Sells
| 1 |
PCYC
PHARMACYCLICS INC
PCYC
|
$4.82M |
| 2 |
Encore Capital Group
ECPG
|
$3.63M |
| 3 |
Universal Display
OLED
|
$3.41M |
| 4 |
Capri Holdings
CPRI
|
$2.54M |
| 5 |
Intuitive Surgical
ISRG
|
$2.3M |
Sector Composition
| 1 | Financials | 24.97% |
| 2 | Consumer Discretionary | 23.17% |
| 3 | Technology | 14.82% |
| 4 | Industrials | 8.75% |
| 5 | Healthcare | 7.3% |
