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
$144M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.2M
2 +$1.86M
3 +$800K
4
ABMD
Abiomed Inc
ABMD
+$691K
5
PLPC icon
Preformed Line Products
PLPC
+$471K

Top Sells

1 +$1.83M
2 +$920K
3 +$792K
4
AX icon
Axos Financial
AX
+$668K
5
OCLR
Oclaro Inc.
OCLR
+$647K

Sector Composition

1 Financials 25.19%
2 Technology 14.55%
3 Healthcare 14.47%
4 Consumer Discretionary 13.44%
5 Communication Services 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-8,300