EMR
Errol M. Rudman Portfolio holdings
AUM
$148M
This Quarter Return
-0.02%
1 Year Return
+19.48%
3 Year Return
+61.39%
5 Year Return
+121.52%
10 Year Return
–
AUM
$208M
AUM Growth
+$208M
(+1.1%)
Cap. Flow
+$1.42M
Cap. Flow
% of AUM
0.68%
Top 10 Holdings %
Top 10 Hldgs %
55.24%
Holding
51
New
9
Increased
5
Reduced
12
Closed
9
Top Buys
| 1 |
Cigna
CI
|
$7.21M |
| 2 |
Rush Enterprises Class A
RUSHA
|
$4.04M |
| 3 |
Booz Allen Hamilton
BAH
|
$3.1M |
| 4 |
SUM
Summit Materials, Inc. Class A Common Stock
SUM
|
$2.94M |
| 5 |
Martin Marietta Materials
MLM
|
$2.7M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
$3.14M |
| 2 |
McKesson
MCK
|
$3.12M |
| 3 |
United Airlines
UAL
|
$3.11M |
| 4 |
SHLM
Schulman (A.) Inc
SHLM
|
$2.75M |
| 5 |
SPDR Gold Trust
GLD
|
$2.6M |
Sector Composition
| 1 | Industrials | 33% |
| 2 | Healthcare | 25.09% |
| 3 | Consumer Discretionary | 9.67% |
| 4 | Materials | 7.98% |
| 5 | Financials | 6.86% |