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EMB
Elefante Mark B Portfolio holdings
AUM
$182M
1-Year Est. Return
17.71%
This Fund
S&P 500
1 Year Est. Return
+17.71%
AUM
$182M
AUM Growth
+$18.6M
(+11%)
Holding
60
Top Buys
| 1 | +$1.41M | |
| 2 | +$1.37M | |
| 3 | +$1.29M | |
| 4 |
Mastercard
MA
|
+$1.27M |
| 5 |
NVIDIA
NVDA
|
+$1.26M |
Sector Composition
| 1 | Technology | 31.57% |
| 2 | Healthcare | 17.55% |
| 3 | Industrials | 13.21% |
| 4 | Consumer Discretionary | 10.45% |
| 5 | Financials | 8.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Ecolab
ECL
$77.1B
| $266K | 0.15% |
1,000
|
|
||
52
JPMorgan Chase
JPM
$902B
| $227K | 0.12% |
772
|
|
||
53
Dover
DOV
$30.6B
| $208K | 0.11% |
+1,000
|
|
||
|
NVO
54
Novo Nordisk
NVO
$197B
| – | – |
-5,370
|
|
||
55
RELX
RELX
$57.8B
| – | – |
-5,860
|
|