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
$102M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1 +$8.36M
2 +$6.52M
3 +$6.5M
4
MSFT icon
Microsoft
MSFT
+$5.5M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.37M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.27%
2 Communication Services 18.83%
3 Consumer Staples 12.71%
4 Utilities 12.2%
5 Financials 12.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$10K 0.01%
+59
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+42
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163
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174
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+1,000
175
$7K 0.01%
+3,000