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Spence Asset Management - Eric Walton
Spence Asset Management a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
326 Followers
Portfolio Gain
+177.19%
Since Jan 2016
Sharpe Ratio
2.38
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$2.08B
Eric Walton manages more assets than 53% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+25.83%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
8.75% Technology
4.28% Financial
2.90% Healthcare
1.22% Consumer Cyclical
1.08% General
0.97% Communication Services
0.61% Real Estate
<0.01% Industrial Goods
0.00% Energy
A breakdown of Spence Asset Management's portfolio by sector
Spence Asset Management Portfolio Activity
SPDR Bloomberg 1-3 Month T-Bill ETF
New
General
$91.62
($91.41-$91.83)
+0.55%
+100.00%
107.88K
<0.01%
Factset Research
Sold Out
Financial
$435.57
($395.89-$475.25)
+3.83%
-100.00%
0.00
0.00%
SPDR S&P 500 ETF Trust
Reduced
General
$542.49
($510.27-$574.71)
+4.26%
-86.52%
1.16M
0.06%
iShares Core U.S. Aggregate Bond ETF
Reduced
General
$99.13
($96.22-$102.04)
-2.13%
-97.28%
60.86K
<0.01%
Ansys
Reduced
Technology
$312.17
($289.82-$334.51)
+7.39%
-98.96%
141.15K
<0.01%
Tyler Technologies
Added
Technology
$547.07
($495.21-$598.93)
+6.77%
+7613.98%
27.06M
1.30%
Invesco Water Resources ETF
Added
General
$67.27
($63.45-$71.09)
+1.08%
+1307.80%
1.63M
0.08%
Microsoft
Added
Technology
$426.96
($385.58-$468.35)
-1.80%
+248.80%
24.42M
1.17%
SPDR Portfolio S&P 500 ETF
Added
General
$63.80
($60.02-$67.58)
+4.24%
+26654.14%
7.21M
0.35%
SPDR S&P Oil & Gas Exploration & Production ETF
Reduced
General
$137.79
($124.12-$151.47)
+6.47%
-99.94%
3.42K
<0.01%
See a list of Spence Asset Management's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Spence Asset Management's performance with other Hedge Funds and the S&P 500
Spence Asset Management activity FAQ
What is Spence Asset Management’s portfolio gain since Jun 2013?
Spence Asset Management’s portfolio gain since Jun 2013 was 177.19%.
What is Spence Asset Management’s Sharpe Ratio?
Spence Asset Management’s Sharpe Ratio is 2.38.
What is Spence Asset Management’s portfolio value?
Spence Asset Management’s portfolio value is $2.08B.
What is Spence Asset Management’s average return since the fund’s last 13F filing?
Spence Asset Management’s average return since the fund’s last 13F filing is 5.68%.
What was Spence Asset Management’s average return in the last 12 months?
Spence Asset Management’s average return in the last 12 months was 28.34%.
What was Spence Asset Management’s average return in the last 3 years?
Spence Asset Management’s average return in the last 3 years was 25.83%.
When was the most recent most recent 13F form submitted by Spence Asset Management?
Spence Asset Management's most recent 13F form was submitted on Sep 30, 2024.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Eric Walton Net Worth?
Eric Walton is Managing Spence Asset Management which has a net worth of $2.08B.
TipRanks & Hedge Funds: TipRanks measures the performance of Eric Walton and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.