SAM
Shikiar Asset Management Portfolio holdings
AUM
$359M
1-Year Return
11.16%
This Quarter Return
+0.68%
1 Year Return
+11.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$201M
AUM Growth
–
Cap. Flow
+$201M
Cap. Flow
% of AUM
99.77%
Top 10 Holdings %
Top 10 Hldgs %
32.61%
Holding
105
New
104
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
WPZ
Williams Partners L.P.
WPZ
|
$9.65M |
| 2 |
APC
Anadarko Petroleum
APC
|
$7.99M |
| 3 |
Apple
AAPL
|
$6.46M |
| 4 |
Cigna
CI
|
$6.34M |
| 5 |
Vodafone
VOD
|
$6.28M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 15.83% |
| 2 | Healthcare | 13.9% |
| 3 | Industrials | 9.48% |
| 4 | Energy | 9.43% |
| 5 | Consumer Discretionary | 6.92% |
