TMC

Trellus Management Company Portfolio holdings

AUM $51.7M
1-Year Est. Return 3.89%
This Quarter Est. Return
1 Year Est. Return
+3.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$49.2M
AUM Growth
-$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$844K
3
+$712K
4
UPLD icon
Upland Software
UPLD
+$689K
5
WMGI
Wright Medical Group Inc
WMGI
+$666K

Top Sells

1
+$1.5M
2
+$997K
3
+$962K
4
SDOW icon
ProShares UltraPro Short Dow 30
SDOW
+$934K
5
NFX
Newfield Exploration
NFX
+$890K

Sector Composition

1 Technology 31.56%
2 Energy 12.73%
3 Healthcare 12.36%
4 Utilities 10.61%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
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