CAM
Costello Asset Management Portfolio holdings
AUM
$266M
This Quarter Return
+21.49%
1 Year Return
+16.62%
3 Year Return
+53.56%
5 Year Return
+102.27%
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.62%
Holding
223
New
223
Increased
–
Reduced
–
Closed
–
Top Buys
1 |
PayPal
PYPL
|
$8.36M |
2 |
Amazon
AMZN
|
$6.52M |
3 |
Artesian Resources
ARTNA
|
$6.5M |
4 |
Microsoft
MSFT
|
$5.5M |
5 |
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% |