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
$72.6M
AUM Growth
-$12.9M
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
$18.1M 24.96%
647,357
2
$14.9M 20.58%
1,143,304
3
$11.8M 16.27%
431,079
4
$8.99M 12.38%
635,404
5
$7.65M 10.53%
660,635
6
$7.58M 10.43%
500,000
7
$3.52M 4.85%
268,605