SI
Shaker Investments Portfolio holdings
AUM
$244M
This Quarter Return
-3.81%
1 Year Return
+31.62%
3 Year Return
+134.92%
5 Year Return
+254.23%
10 Year Return
+1,115.38%
AUM
$181M
AUM Growth
+$181M
(-7.4%)
Cap. Flow
-$3.37M
Cap. Flow
% of AUM
-1.86%
Top 10 Holdings %
Top 10 Hldgs %
35.42%
Holding
96
New
5
Increased
27
Reduced
46
Closed
17
Top Buys
| 1 |
Amazon
AMZN
|
$2.51M |
| 2 |
Watsco
WSO
|
$2.1M |
| 3 |
Arista Networks
ANET
|
$1.45M |
| 4 |
Lantheus
LNTH
|
$1.4M |
| 5 |
Wintrust Financial
WTFC
|
$1.29M |
Top Sells
| 1 |
Trade Desk
TTD
|
$2.82M |
| 2 |
Zebra Technologies
ZBRA
|
$2.27M |
| 3 |
Concentrix
CNXC
|
$1.93M |
| 4 |
UnitedHealth
UNH
|
$1.57M |
| 5 |
IPG Photonics
IPGP
|
$1.38M |
Sector Composition
| 1 | Technology | 28.69% |
| 2 | Financials | 15.42% |
| 3 | Healthcare | 13.88% |
| 4 | Consumer Discretionary | 12.85% |
| 5 | Industrials | 9.88% |
