SV

Starboard Value Portfolio holdings

AUM $5.28B
1-Year Est. Return 3.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.8B
AUM Growth
+$893M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$232M
2 +$198M
3 +$75.5M
4
NWSA icon
News Corp Class A
NWSA
+$36.9M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$35.3M

Top Sells

1 +$219M
2 +$91.7M
3 +$64.3M
4
CRM icon
Salesforce
CRM
+$43.9M
5
WIX icon
WIX.com
WIX
+$36M

Sector Composition

1 Technology 43.73%
2 Healthcare 15.01%
3 Industrials 13.08%
4 Utilities 8.17%
5 Communication Services 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-300,000