SAM
Shikiar Asset Management Portfolio holdings
AUM
$359M
This Quarter Return
+11.36%
1 Year Return
+11.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$281M
AUM Growth
–
Cap. Flow
+$281M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.49%
Holding
80
New
80
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$50M |
| 2 |
Amazon
AMZN
|
$14.8M |
| 3 |
Microsoft
MSFT
|
$12.5M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$12M |
| 5 |
Boeing
BA
|
$11.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 27.52% |
| 2 | Financials | 13.73% |
| 3 | Healthcare | 10.57% |
| 4 | Consumer Discretionary | 9.28% |
| 5 | Industrials | 6.38% |