EMR

Errol M. Rudman Portfolio holdings

AUM $148M
1-Year Est. Return 19.48%
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$3.79M
2 +$515K
3 +$16.4K

Top Sells

1 +$6.69M
2 +$4.2M
3 +$4.03M
4
THC icon
Tenet Healthcare
THC
+$4M
5
AIG.WS
American International Group, Inc.
AIG.WS
+$3.46M

Sector Composition

1 Industrials 52.77%
2 Healthcare 29.83%
3 Consumer Discretionary 6.35%
4 Technology 1.94%
5 Financials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-69,000
27
-50,050
28
-66,640