SAM
Silphium Asset Management Portfolio holdings
AUM
$281M
This Quarter Return
+3.56%
1 Year Return
+17.72%
3 Year Return
+222.18%
5 Year Return
+432.67%
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
(+54%)
Cap. Flow
+$52.5M
Cap. Flow
% of AUM
32.81%
Top 10 Holdings %
Top 10 Hldgs %
86.24%
Holding
52
New
20
Increased
2
Reduced
2
Closed
13
Top Buys
| 1 |
PLL
PALL CORP
PLL
|
$18.9M |
| 2 |
VNET
VNET Group
VNET
|
$18.9M |
| 3 |
WX
WUXI PHARMATECH, CAYMAN INC REPSTG 8 ORD SHS
WX
|
$11.3M |
| 4 |
DRC
DRESSER-RAND GROUP INC
DRC
|
$11.1M |
| 5 |
QIHU
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
|
$9.77M |
Top Sells
Sector Composition
| 1 | Technology | 21.93% |
| 2 | Industrials | 13.8% |
| 3 | Consumer Staples | 13.73% |
| 4 | Healthcare | 7.79% |
| 5 | Consumer Discretionary | 0.71% |