EMB
Elefante Mark B Portfolio holdings
AUM
$133M
1 Year Est. Return
–
AUM
$126M
AUM Growth
+$16.7M
(+15%)
Holding
57
Top Buys
| 1 | +$1.35M | |
| 2 | +$897K | |
| 3 | +$886K | |
| 4 |
Abbott
ABT
|
+$868K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$787K |
Top Sells
| 1 | +$787K | |
| 2 | +$265K | |
| 3 | +$83.9K | |
| 4 |
Union Pacific
UNP
|
+$47.2K |
| 5 |
Costco
COST
|
+$37.8K |
Sector Composition
| 1 | Technology | 30.09% |
| 2 | Healthcare | 20.53% |
| 3 | Industrials | 13% |
| 4 | Consumer Discretionary | 10.8% |
| 5 | Consumer Staples | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Kimberly-Clark
KMB
$39.5B
| $209K | 0.17% |
+1,470
|
|
||
52
SPDR S&P 500 ETF Trust
SPY
$672B
| $201K | 0.16% |
360
-150
|
|
||
53
Aflac
AFL
$57.3B
| $200K | 0.16% |
+1,800
|
|