ACM

Adalta Capital Management Portfolio holdings

AUM $199M
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$5.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$957K
2 +$333K
3 +$272K
4
JPM icon
JPMorgan Chase
JPM
+$233K
5
W icon
Wayfair
W
+$213K

Sector Composition

1 Financials 19.09%
2 Healthcare 12.96%
3 Energy 11.31%
4 Technology 11.18%
5 Industrials 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$66K 0.05%
70,516
77
-3,500
78
-3,289
79
-563,000