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
$125M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$23

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$31.2M 25%
647,357
2
$19.9M 15.93%
1,143,304
3
$18.9M 15.14%
431,079
4
$18.3M 14.67%
635,404
5
$15.4M 12.37%
500,000
6
$14.9M 11.94%
660,635
7
$6.19M 4.95%
268,605
-1