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Hedge Fund Profile

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Eric Walton

Eric Walton

Spence Asset Management
Hedge Fund Manager
Ranked #140 out of 462 Hedge Fund Managers

Portfolio Gain

+98.33%
Since Jun 2013

Sharpe Ratio

1.39
Average Hedge Fund Sharpe: 1.48991

Portfolio Value

$285.34M
Eric Walton manages more assets than 36% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+6.04%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
46.78% Technology
24.18% Services
12.97% Healthcare
10.40% Financial
5.64% General
0.02% Consumer Goods
A breakdown of Spence Asset Management's portfolio by sector

Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
SPDR S&P 500 ETF Trust
Reduced
General
$395.71
($359.70-$431.73)
+5.57%
-12.26%
$3.19M
1.12%
Adobe
Reduced
Technology
$362.94
($274.73-$451.15)
+8.06%
-0.56%
$13.28M
4.66%
Ansys
Added
Technology
$259.36
($225.13-$293.58)
+5.48%
+34.16%
$9.90M
3.47%
Apple
Not Changed
Technology
$155.91
($135.66-$176.15)
+5.93%
0.00%
$49.20K
0.02%
Alphabet Class A
Reduced
Technology
$109.19
($95.96-$122.43)
+6.04%
-11.76%
$57.39K
0.02%
Idexx Laboratories
Added
Healthcare
$369.78
($321.79-$417.77)
+7.46%
+0.92%
$13.78M
4.83%
Intuitive Surgical
Added
Healthcare
$215.15
($184.94-$245.36)
+7.44%
+0.86%
$15.29M
5.36%
Mastercard
Reduced
Services
$321.82
($281.69-$361.95)
+6.98%
-0.95%
$29.18M
10.23%
Microsoft
Reduced
Technology
$264.30
($234.41-$294.18)
+7.00%
-0.56%
$18.19M
6.38%
Prologis
Added
Financial
$119.80
($100.73-$138.86)
+3.78%
+0.26%
$7.19M
2.52%
See a list of Spence Asset Management's holdings, as reported to the SEC on Sep 30, 2022. 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
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.