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
$103M
AUM Growth
+$30.7M
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
$23.5M 22.72%
647,357
2
$22.9M 22.12%
1,143,304
3
$17.1M 16.51%
431,079
4
$12.4M 12.02%
635,404
5
$11.6M 11.22%
660,635
6
$11.4M 11.01%
500,000
7
$4.56M 4.41%
268,605