EMB
Elefante Mark B Portfolio holdings
AUM
$156M
1-Year Est. Return
12.44%
1 Year Est. Return
+12.44%
AUM
$133M
AUM Growth
+$6.93M
(+5.5%)
Holding
62
Top Buys
| 1 | +$633K | |
| 2 | +$608K | |
| 3 | +$582K | |
| 4 |
Eli Lilly
LLY
|
+$568K |
| 5 |
Novo Nordisk
NVO
|
+$501K |
Top Sells
| 1 | +$1.05M | |
| 2 | +$609K | |
| 3 | +$528K | |
| 4 |
Advanced Micro Devices
AMD
|
+$315K |
| 5 |
Medtronic
MDT
|
+$213K |
Sector Composition
| 1 | Technology | 32.62% |
| 2 | Healthcare | 18.45% |
| 3 | Industrials | 14.09% |
| 4 | Consumer Discretionary | 10.28% |
| 5 | Financials | 6.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Alphabet (Google) Class C
GOOG
$3.38T
| $248K | 0.19% |
1,400
-75
|
|
||
52
JPMorgan Chase
JPM
$852B
| $231K | 0.17% |
+797
|
|
||
53
Deere & Co
DE
$129B
| $203K | 0.15% |
+400
|
|
||
54
SPDR S&P 500 ETF Trust
SPY
$670B
| – | – |
-360
|
|
||
|
55
Medtronic
MDT
$124B
| – | – |
-2,370
|
|
||
56
Kimberly-Clark
KMB
$34.8B
| – | – |
-1,470
|
|
||
57
Becton Dickinson
BDX
$55.7B
| – | – |
-2,658
|
|
||
58
Aflac
AFL
$59.9B
| – | – |
-1,800
|
|