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
$12.4M
AUM Growth
+$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$235K
2 +$70.1K
3 +$63.3K
4
UL icon
Unilever
UL
+$58.2K
5
DHR icon
Danaher
DHR
+$56.2K

Top Sells

1 +$231K
2 +$722

Sector Composition

1 Healthcare 25.18%
2 Technology 17.56%
3 Industrials 17.15%
4 Consumer Staples 10.33%
5 Financials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-5,160