WA

Whitebox Advisors Portfolio holdings

AUM $5.19B
1-Year Est. Return 8.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.8B
AUM Growth
-$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$24M
3
+$21.1M
4
AGN
Allergan plc
AGN
+$11.5M
5
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$9.79M

Top Sells

1
+$33.4M
2
+$28.7M
3
+$21.3M
4
ONIT
Onity Group
ONIT
+$21.2M
5
ALLY icon
Ally Financial
ALLY
+$19.4M

Sector Composition

1 Energy 15.44%
2 Real Estate 7.62%
3 Healthcare 7.59%
4 Industrials 5.17%
5 Financials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
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