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
$199M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$3.56M
3 +$3.3M
4
CO
Global Cord Blood Corporation
CO
+$1.69M
5
BB icon
BlackBerry
BB
+$895K

Top Sells

1 +$6.45M
2 +$5.34M
3 +$4.79M
4
ADT
ADT Corp
ADT
+$2.1M
5
COTY icon
Coty
COTY
+$1.38M

Sector Composition

1 Healthcare 26.8%
2 Industrials 24.07%
3 Financials 14.88%
4 Technology 5.09%
5 Consumer Discretionary 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$19.6M 9.83%
471,241
2
$15.5M 7.77%
84,121
3
$11.9M 5.99%
+700,400
4
$10.7M 5.38%
229,200
5
$10.1M 5.05%
278,410
-6,900
6
$9.04M 4.53%
199,650
7
$8.49M 4.26%
120,226
8
$7.77M 3.9%
110,200
-6,100
9
$6.47M 3.24%
124,880
10
$6.33M 3.17%
52,000
11
$6.28M 3.15%
78,904
12
$6.04M 3.03%
119,176
-7,500
13
$5.95M 2.98%
110,201
14
$5.53M 2.77%
41,025
-2,000
15
$5.53M 2.77%
352,200
+210,000
16
$4.93M 2.47%
530,362
+383,262
17
$4.64M 2.33%
264,960
18
$4.59M 2.3%
103,160
19
$4.46M 2.24%
299,909
20
$4.21M 2.11%
55,000
21
$3.93M 1.97%
100,000
22
$3.77M 1.89%
49,200
23
$3.63M 1.82%
365,000
+90,000
24
$3.37M 1.69%
150,450
25
$3.07M 1.54%
98,127