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
$197M
AUM Growth
-$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$3.22M
2 +$1.48M
3 +$1.4M
4
MTDR icon
Matador Resources
MTDR
+$1.35M
5
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$1.21M

Sector Composition

1 Technology 34.47%
2 Financials 19.73%
3 Healthcare 10.55%
4 Consumer Discretionary 10.08%
5 Communication Services 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8,672
102
-7,415