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
$102M
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$170K

Top Sells

No sells this quarter

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$22.5M 22.03%
647,357
+4,890
2
$18.5M 18.13%
635,404
3
$15.5M 15.17%
1,143,304
4
$14.6M 14.3%
431,079
5
$13.1M 12.82%
500,000
6
$12.5M 12.2%
660,635
7
$5.46M 5.34%
268,606