EM

Endicott Management Portfolio holdings

AUM $27.5M
1-Year Est. Return 18.82%
This Quarter Est. Return
1 Year Est. Return
+18.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$50M
2 +$8.45M
3 +$2.02M
4
CVLY
Codorus Valley Bancorp Inc
CVLY
+$1.2M
5
JNJ icon
Johnson & Johnson
JNJ
+$974K

Top Sells

1 +$30.5M
2 +$1.81M
3 +$1.3M
4
MXIM
Maxim Integrated Products
MXIM
+$950K
5
MSFT icon
Microsoft
MSFT
+$721K

Sector Composition

1 Financials 82.18%
2 Consumer Staples 0.96%
3 Communication Services 0.72%
4 Healthcare 0.58%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-24,000
52
-2,504,500