SAM

Shikiar Asset Management Portfolio holdings

AUM $397M
1-Year Est. Return 19.31%
This Quarter Est. Return
1 Year Est. Return
+19.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1 +$6.2M
2 +$4.71M
3 +$2.08M
4
CMCSA icon
Comcast
CMCSA
+$1.48M
5
SNR
NEW SENIOR INVESTMENT GROUP INC.
SNR
+$825K

Top Sells

1 +$2.99M
2 +$2.93M
3 +$2.56M
4
INCY icon
Incyte
INCY
+$2.41M
5
BA icon
Boeing
BA
+$2.05M

Sector Composition

1 Financials 16.36%
2 Communication Services 11.17%
3 Healthcare 10.64%
4 Industrials 10.08%
5 Real Estate 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,050