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
$131M
AUM Growth
-$368K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$704K
2 +$576K
3 +$508K
4
PNC icon
PNC Financial Services
PNC
+$202K
5
ESTR
Estre Ambiental, Inc.
ESTR
+$151K

Sector Composition

1 Financials 18.72%
2 Healthcare 15.72%
3 Industrials 14.05%
4 Technology 11.03%
5 Energy 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,177
77
-12,935
78
-25,550
79
-1,400