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
$85.5M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$20.8M
2 +$18.7M
3 +$13.4M
4
BWFG icon
Bankwell Financial Group
BWFG
+$10.1M
5
UNTY icon
Unity Bancorp
UNTY
+$9.45M

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
$20.8M 24.28%
+647,357
2
$18.7M 21.85%
+1,143,304
3
$13.4M 15.72%
+431,079
4
$10.1M 11.81%
+635,404
5
$9.45M 11.05%
+660,635
6
$9.37M 10.95%
+500,000
7
$3.71M 4.34%
+268,605