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
$124M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.39M
2 +$1.32M
3 +$1.14M
4
OLED icon
Universal Display
OLED
+$945K
5
NPTN
NEOPHOTONICS CORP
NPTN
+$805K

Top Sells

1 +$1.79M
2 +$1.49M
3 +$664K
4
CASY icon
Casey's General Stores
CASY
+$613K
5
GILD icon
Gilead Sciences
GILD
+$555K

Sector Composition

1 Financials 24.82%
2 Technology 19.39%
3 Consumer Discretionary 17.07%
4 Healthcare 13.71%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-10,000