CAM
Costello Asset Management Portfolio holdings
AUM
$299M
1-Year Est. Return
20.92%
1 Year Est. Return
+20.92%
AUM
$299M
AUM Growth
+$32.5M
(+12%)
Holding
705
Top Buys
| 1 | +$4.99M | |
| 2 | +$2.56M | |
| 3 | +$2.12M | |
| 4 |
Mercado Libre
MELI
|
+$1.99M |
| 5 |
Visa
V
|
+$1.33M |
Top Sells
| 1 | +$2.3M | |
| 2 | +$988K | |
| 3 | +$697K | |
| 4 |
Marvell Technology
MRVL
|
+$448K |
| 5 |
Kraft Heinz
KHC
|
+$383K |
Sector Composition
| 1 | Technology | 29.04% |
| 2 | Communication Services | 14.3% |
| 3 | Consumer Discretionary | 11.89% |
| 4 | Financials | 8.41% |
| 5 | Healthcare | 8.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
701
TransUnion
TRU
$16.2B
| – | – |
-200
|
|
||
|
UMH
702
UMH Properties
UMH
$1.28B
| – | – |
-103
|
|
||
703
Vestis
VSTS
$796M
| – | – |
-27
|
|
||
704
iShares Global Timber & Forestry ETF
WOOD
$226M
| – | – |
-64
|
|
||
705
State Street SPDR S&P Biotech ETF
XBI
$7.89B
| – | – |
-37
|
|