SI

Shaker Investments Portfolio holdings

AUM $240M
1-Year Est. Return 33.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
-$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$2.4M
2 +$2.32M
3 +$2.19M
4
VEEV icon
Veeva Systems
VEEV
+$2.09M
5
TSM icon
TSMC
TSM
+$2.04M

Top Sells

1 +$4.39M
2 +$3.81M
3 +$3.55M
4
MEDP icon
Medpace
MEDP
+$3.05M
5
WSO icon
Watsco Inc
WSO
+$2.29M

Sector Composition

1 Technology 35.88%
2 Financials 20.21%
3 Consumer Discretionary 14.68%
4 Healthcare 8.61%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-18,331
102
-3,797