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
$117M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$13.3M
2 +$12.9M
3 +$8.36M
4
ESRX
Express Scripts Holding Company
ESRX
+$7.31M
5
MHK icon
Mohawk Industries
MHK
+$5.09M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 31.92%
2 Healthcare 14.95%
3 Financials 12.99%
4 Consumer Discretionary 10.75%
5 Technology 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$13.3M 10.87%
+471,741
2
$12.9M 10.57%
+82,331
3
$8.36M 6.85%
+450,244
4
$7.31M 5.98%
+118,376
5
$5.09M 4.17%
+45,250
6
$4.93M 4.04%
+30,460
7
$4.81M 3.94%
+285,860
8
$4.63M 3.79%
+247,210
9
$4.51M 3.69%
+78,904
10
$4.21M 3.45%
+84,330
11
$4.16M 3.41%
+216,450
12
$4.04M 3.31%
+84,180
13
$3.98M 3.26%
+89,000
14
$3.87M 3.17%
+107,350
15
$3.6M 2.95%
+103,160
16
$3.42M 2.8%
+109,200
17
$3.37M 2.76%
+104,876
18
$3.3M 2.7%
+299,909
19
$2.25M 1.84%
+34,200
20
$2.19M 1.79%
+28,000
21
$2.07M 1.7%
+161,085
22
$1.95M 1.6%
+99,600
23
$1.82M 1.49%
+112,900
24
$1.74M 1.43%
+45,950
25
$1.74M 1.42%
+101,200