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
$112M
AUM Growth
+$9.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

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
$28.5M 25.42%
647,357
2
$18.2M 16.27%
635,404
3
$15.4M 13.71%
1,143,304
4
$15M 13.41%
431,079
5
$15M 13.38%
660,635
6
$14.1M 12.55%
500,000
7
$5.88M 5.25%
268,606