SI
Shaker Investments Portfolio holdings
AUM
$244M
This Quarter Return
+12.13%
1 Year Return
+31.62%
3 Year Return
+134.92%
5 Year Return
+254.23%
10 Year Return
+1,115.38%
AUM
$150M
AUM Growth
+$150M
(+1.4%)
Cap. Flow
-$10.1M
Cap. Flow
% of AUM
-6.74%
Top 10 Holdings %
Top 10 Hldgs %
49.74%
Holding
74
New
9
Increased
12
Reduced
27
Closed
8
Top Buys
| 1 |
Chipotle Mexican Grill
CMG
|
$2.62M |
| 2 |
Synaptics
SYNA
|
$2.46M |
| 3 |
Astronics
ATRO
|
$2.32M |
| 4 |
CAVM
Cavium, Inc.
CAVM
|
$1.88M |
| 5 |
Gentherm
THRM
|
$1.56M |
Top Sells
| 1 |
LKQ Corp
LKQ
|
$3.57M |
| 2 |
United Rentals
URI
|
$3.29M |
| 3 |
PRA Group
PRAA
|
$2.49M |
| 4 |
HF Sinclair
DINO
|
$2.25M |
| 5 |
Broadcom
AVGO
|
$1.9M |
Sector Composition
| 1 | Financials | 25.67% |
| 2 | Consumer Discretionary | 19.41% |
| 3 | Healthcare | 15.75% |
| 4 | Technology | 12.85% |
| 5 | Industrials | 9.8% |
