EWM
Endurance Wealth Management Portfolio holdings
AUM
$731M
1-Year Return
18.41%
This Quarter Return
+6.34%
1 Year Return
+18.41%
3 Year Return
+59.01%
5 Year Return
+95.34%
10 Year Return
+225.59%
AUM
$600M
AUM Growth
+$85.3M
(+17%)
Cap. Flow
+$59.5M
Cap. Flow
% of AUM
9.91%
Top 10 Holdings %
Top 10 Hldgs %
34.17%
Holding
189
New
26
Increased
61
Reduced
49
Closed
6
Top Buys
| 1 |
Kirby Corp
KEX
|
$33.5M |
| 2 |
BDBD
BOULDER BRANDS INC
BDBD
|
$3.21M |
| 3 |
Edwards Lifesciences
EW
|
$2.95M |
| 4 |
JAH
JARDEN CORPORATION
JAH
|
$2.53M |
| 5 |
Weyerhaeuser
WY
|
$2.11M |
Top Sells
| 1 |
Citigroup
C
|
$3.21M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.85M |
| 3 |
Deere & Co
DE
|
$932K |
| 4 |
Akamai
AKAM
|
$861K |
| 5 |
PX
Praxair Inc
PX
|
$710K |
Sector Composition
| 1 | Energy | 20.55% |
| 2 | Technology | 15.01% |
| 3 | Industrials | 13.6% |
| 4 | Healthcare | 10.87% |
| 5 | Financials | 9.78% |
