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
$239M
AUM Growth
-$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$2.41M
2 +$2.36M
3 +$2.11M
4
TSM icon
TSMC
TSM
+$2.09M
5
PAYC icon
Paycom
PAYC
+$2.02M

Top Sells

1 +$3.81M
2 +$3.64M
3 +$3.55M
4
MEDP icon
Medpace
MEDP
+$2.99M
5
AVGO icon
Broadcom
AVGO
+$2.63M

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
-3,613
102
-6,126