Kellner Merger Fund
Advisors Series Trust
Expense ratio
Net assets1
$101.04M
Holdings1
35
Category
Allocation
Return

Top holdings

As of Dec. 31, 2020 · N-PORT
SecurityTickerValue% of fund
U.S. Bank Money Market Deposit Account USBFS04 $44.96M 44.50%
TIFFANY and CO $10.82M 10.71%
WILLIS TOWERS WA $6.74M 6.68%
NATIONAL GEN HLDGS CORP $3.78M 3.74%
CONCHO RESOURCES INC $3.59M 3.56%
IHS Markit Ltd COM USD0.01 INFO $3.24M 3.21%
VARIAN MEDICAL SYSTEMS INC $3.20M 3.17%
REALPAGE INC $2.65M 2.62%
Xilinx Inc. COM USD0.01 XLNX $2.62M 2.60%
NAVISTAR INTL CORP $2.38M 2.36%
View all holdings →

Allocation by sector

As of December 31, 2020 · N-PORT
View portfolio breakdown →

Portfolio moves

Sep 30, 2020 → Dec 31, 2020
Opened
28
Exited
20
Increased
10
Decreased
3
Unchanged
9

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

View portfolio moves →

Similar funds

Funds whose portfolios most overlap this one, by weight

Footnotes

  1. Net assets and holdings count as of December 31, 2020, from the fund's N-PORT filing.

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.