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
$140M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$2.83M
3
+$2.15M
4
NVO icon
Novo Nordisk
NVO
+$1.61M
5
DE icon
Deere & Co
DE
+$1.59M

Top Sells

1
+$2.43M
2
+$1.04M
3
+$884K
4
CRWD icon
CrowdStrike
CRWD
+$718K
5
MIDD icon
Middleby
MIDD
+$684K

Sector Composition

1 Healthcare 20.88%
2 Consumer Staples 14.7%
3 Consumer Discretionary 13.38%
4 Utilities 11.4%
5 Technology 11.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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