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
$124M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$3.4M
2 +$2.97M
3 +$2.51M
4
UAL icon
United Airlines
UAL
+$2.1M
5
CNC icon
Centene
CNC
+$1.94M

Top Sells

1 +$658K
2 +$515K
3 +$504K
4
TDG icon
TransDigm Group
TDG
+$423K
5
CVS icon
CVS Health
CVS
+$392K

Sector Composition

1 Industrials 49.4%
2 Healthcare 26.85%
3 Consumer Discretionary 7.07%
4 Technology 2.98%
5 Materials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$265K 0.21%
+8,300
27
-6,000