SI
Shaker Investments Portfolio holdings
AUM
$244M
This Quarter Return
+6.84%
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
(+4%)
Cap. Flow
-$808K
Cap. Flow
% of AUM
-0.54%
Top 10 Holdings %
Top 10 Hldgs %
44.31%
Holding
92
New
13
Increased
43
Reduced
26
Closed
7
Top Buys
| 1 |
Axos Financial
AX
|
$1.57M |
| 2 |
Monster Beverage
MNST
|
$1.41M |
| 3 |
Zebra Technologies
ZBRA
|
$1.2M |
| 4 |
Micron Technology
MU
|
$1.14M |
| 5 |
LivePerson
LPSN
|
$1.13M |
Top Sells
| 1 |
CCMP
CMC Materials, Inc. Common Stock
CCMP
|
$1.8M |
| 2 |
STMP
Stamps.com, Inc.
STMP
|
$1.58M |
| 3 |
Arista Networks
ANET
|
$1.28M |
| 4 |
Supernus Pharmaceuticals
SUPN
|
$1.12M |
| 5 |
Avery Dennison
AVY
|
$1.01M |
Sector Composition
| 1 | Technology | 26.05% |
| 2 | Financials | 18.72% |
| 3 | Healthcare | 14.71% |
| 4 | Consumer Discretionary | 12.7% |
| 5 | Communication Services | 7.13% |
