CAM

Costello Asset Management Portfolio holdings

AUM $266M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.2M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$5.84M
2 +$5.48M
3 +$4.93M
4
MRK icon
Merck
MRK
+$4.5M
5
AMZN icon
Amazon
AMZN
+$3.47M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.64%
2 Communication Services 17.91%
3 Utilities 14.2%
4 Financials 14%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$213K 0.28%
+4,306
52
$211K 0.27%
+10,725
53
$211K 0.27%
+1,400