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
51
$1.6M 0.75%
6,783
-1,119
52
$1.54M 0.72%
27,048
+26
53
$1.5M 0.7%
3,154
-96
54
$1.4M 0.65%
13,429
-4,287
55
$1.36M 0.63%
12,654
+15
56
$1.19M 0.55%
3,443
-17
57
$1.06M 0.5%
+4,046
58
$1.05M 0.49%
5,353
-92
59
$949K 0.44%
20,000
+7,081
60
$860K 0.4%
+8,315
61
$827K 0.39%
3,933
+1,148
62
$801K 0.37%
+4,163
63
$766K 0.36%
+13,489
64
$738K 0.34%
+25,385
65
$733K 0.34%
1,677
+14
66
$732K 0.34%
3,622
+8
67
$729K 0.34%
2,523
+15
68
$568K 0.26%
10,540
-7,255
69
$565K 0.26%
2,916
+18
70
$560K 0.26%
2,879
+18
71
$510K 0.24%
+3,256
72
$506K 0.24%
23,910
+13,535
73
$483K 0.23%
+6,287
74
$463K 0.22%
2,404
75
$413K 0.19%
+7,382
1 2
3
4