SKK

Shepherd Kaplan Krochuk Portfolio holdings

AUM $115M
1-Year Est. Return 8.7%
This Quarter Est. Return
1 Year Est. Return
+8.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385M
AUM Growth
+$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$9.03M
3
+$6.62M
4
GST
Gastar Exploration Inc.
GST
+$2.85M
5
REN
Resolute Energy Corporaton
REN
+$2.42M

Top Sells

1
+$10.3M
2
+$5.29M
3
+$3.31M
4
EQT icon
EQT Corp
EQT
+$2.83M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$1.56M

Sector Composition

1 Energy 48.07%
2 Healthcare 6.75%
3 Financials 4.9%
4 Real Estate 4.35%
5 Industrials 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
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