SRAM

Spouting Rock Asset Management Portfolio holdings

AUM $273M
1-Year Est. Return 46.69%
This Quarter Est. Return
1 Year Est. Return
+46.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276M
AUM Growth
-$7.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$950K
2
+$899K
3
+$886K
4
RCL icon
Royal Caribbean
RCL
+$828K
5
DDOG icon
Datadog
DDOG
+$774K

Top Sells

1
+$4.9M
2
+$3.01M
3
+$1.93M
4
DE icon
Deere & Co
DE
+$1.76M
5
DIS icon
Walt Disney
DIS
+$1.75M

Sector Composition

1 Technology 23.75%
2 Healthcare 17.53%
3 Consumer Discretionary 15.44%
4 Communication Services 10.48%
5 Financials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
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