AHB

Abner Herrman & Brock Portfolio holdings

AUM $971M
1-Year Est. Return 28.82%
This Quarter Est. Return
1 Year Est. Return
+28.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$648M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$9.04M
2 +$8.5M
3 +$6.63M
4
VZ icon
Verizon
VZ
+$5.95M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.67M

Top Sells

1 +$10.6M
2 +$9.44M
3 +$3.23M
4
MA icon
Mastercard
MA
+$3.09M
5
C icon
Citigroup
C
+$1.98M

Sector Composition

1 Financials 28.18%
2 Industrials 15.86%
3 Technology 15.34%
4 Healthcare 15.06%
5 Consumer Discretionary 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,283