EMB

Elefante Mark B Portfolio holdings

AUM $133M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$268K
2 +$221K
3 +$206K
4
DHR icon
Danaher
DHR
+$135K
5
AAPL icon
Apple
AAPL
+$126K

Top Sells

1 +$210K
2 +$18.2K

Sector Composition

1 Healthcare 25.13%
2 Technology 20.78%
3 Industrials 17.13%
4 Consumer Staples 10.33%
5 Financials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,390