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
$111M
AUM Growth
-$689K
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
$25.5M 22.86%
647,357
2
$17.5M 15.69%
635,404
3
$17.5M 15.68%
1,143,304
4
$16.4M 14.7%
431,079
5
$14.6M 13.14%
660,635
6
$14M 12.58%
500,000
7
$5.95M 5.34%
268,606