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
$122M
AUM Growth
-$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$681K
2 +$415K
3 +$214K
4
BUD icon
AB InBev
BUD
+$91.3K
5
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$55.3K

Sector Composition

1 Financials 20.28%
2 Healthcare 13.12%
3 Energy 12.11%
4 Technology 11.35%
5 Industrials 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,796