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SAMH

Shanda Asset Management Holdings Portfolio holdings

AUM $1.85B
1-Year Est. Return 36.09%
This Fund
S&P 500
This Quarter Est. Return
+0.69%
1 Year Est. Return
+36.09%
3 Year Est. Return
+114.94%
5 Year Est. Return
-33.67%
10 Year Est. Return
-25.97%
AUM
$161M
AUM Growth
+$32.7M
Cap. Flow
+$29.9M
Cap. Flow %
18.54%
Top 10 Hldgs %
95.24%
Holding
18
New
8
Increased
1
Reduced
1
Closed
3

Sector Composition

Rank Sector Weight
1 Communication Services 46.6%
2 Technology 13.23%
3 Healthcare 2.56%
4 Financials 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GOOG icon
1
Alphabet (Google) Class C
GOOG
$4.07T
$75.1M 46.6%
2,716,257
IBM icon
2
CALL
IBM
IBM
$214B
$25.1M 15.55%
+163,385
New +$24.8M
AMD icon
3
Advanced Micro Devices
AMD
$741B
$16.5M 10.21%
6,140,457
OIL
4
DELISTED
Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In
OIL
$9.82M 6.09%
+977,000
New +$10.6M
ORCL icon
5
Oracle
ORCL
$346B
$4.88M 3.02%
+113,000
New +$4.9M
AUY
6
DELISTED
Yamana Gold, Inc.
AUY
$4.85M 3.01%
1,350,000
+300,000
+29% +$1.22M
HYG icon
7
PUT
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$4.53M 2.81%
+50,000
New +$4.52M
PFF icon
8
iShares Preferred and Income Securities ETF
PFF
$13.2B
$4.01M 2.49%
100,000
JNK icon
9
PUT
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.06B
$3.92M 2.43%
+33,333
New +$3.91M
LXRX icon
10
Lexicon Pharmaceuticals
LXRX
$1.04B
$2.43M 1.51%
369,554
WBA
11
DELISTED
Walgreens Boots Alliance
WBA
$1.69M 1.05%
20,000
-20,000
-50% -$1.59M
AGO icon
12
Assured Guaranty
AGO
$3.79B
$1.32M 0.82%
50,000
AGO icon
13
CALL
Assured Guaranty
AGO
$3.79B
$528K 0.33%
+20,000
New +$517K
HYG icon
14
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
-100,000
Closed -$9.05M
JNK icon
15
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.06B
-33,333
Closed -$3.91M
TLT icon
16
iShares 20+ Year Treasury Bond ETF
TLT
$43.1B
-100,000
Closed -$12.6M

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Shanda Asset Management Holdings's Q1 2015 Portfolio in Review

As of Q1 2015, Shanda Asset Management Holdings held 18 positions worth $161M, up 25% from $129M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

Shanda Asset Management Holdings deployed $29.9M of net new capital in Q1 2015, opening 8 new positions and adding to 1 existing holding. Its largest new stake was Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In: 977,000 shares worth $9.82M.

By sector, the portfolio is most concentrated in Communication Services at 47% of assets, down from 56% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Walgreens Boots Alliance, an estimated $1.59M trimmed.

  • Shanda Asset Management Holdings's largest Q1 2015 buy was Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In: 977,000 shares worth $9.82M.
  • Shanda Asset Management Holdings added most to Yamana Gold, Inc. in Q1 2015, an estimated $1.22M increase.
  • Shanda Asset Management Holdings's biggest Q1 2015 reduction was Walgreens Boots Alliance, cutting an estimated $1.59M.
  • Shanda Asset Management Holdings fully exited iShares 20+ Year Treasury Bond ETF in Q1 2015, selling an estimated $12.6M.
  • Shanda Asset Management Holdings's ten largest holdings make up 95% of its $161M portfolio in Q1 2015.
  • Shanda Asset Management Holdings opened 8 new positions and closed 3 in Q1 2015.
  • Shanda Asset Management Holdings's portfolio value rose 25% quarter-over-quarter to $161M.

Based on Shanda Asset Management Holdings's 13F filing for Q1 2015, filed 14 May 2015.