SRFM
Shannon River Fund Management Portfolio holdings
AUM
$649M
This Quarter Return
+10.39%
1 Year Return
+46.39%
3 Year Return
+275.03%
5 Year Return
+311.73%
10 Year Return
+1,311.34%
AUM
$836M
AUM Growth
–
Cap. Flow
+$836M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.51%
Holding
47
New
47
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
American Tower
AMT
|
$50.1M |
| 2 |
INXN
Interxion Holding N.V.
INXN
|
$40.7M |
| 3 |
LORL
Loral Space and Communications, Inc.
LORL
|
$39M |
| 4 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
$34.3M |
| 5 |
Cogent Communications
CCOI
|
$34M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 32.67% |
| 2 | Communication Services | 29.51% |
| 3 | Real Estate | 8.87% |
| 4 | Consumer Discretionary | 6.89% |
| 5 | Financials | 6.47% |
