ECM

Elgethun Capital Management Portfolio holdings

AUM $497M
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$27K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$1.56M
3 +$1.56M
4
MKL icon
Markel Group
MKL
+$1.16M
5
BUD icon
AB InBev
BUD
+$1.12M

Top Sells

1 +$3.06M
2 +$1.23M
3 +$1.19M
4
ESRX
Express Scripts Holding Company
ESRX
+$803K
5
BHC icon
Bausch Health
BHC
+$790K

Sector Composition

1 Financials 35.95%
2 Healthcare 9.91%
3 Consumer Staples 7.71%
4 Technology 6.79%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-147,952