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
$296M
AUM Growth
+$7.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.46M
3
+$1.16M
4
WOOF
VCA Inc.
WOOF
+$1.09M
5
PCP
PRECISION CASTPARTS CORP
PCP
+$999K

Top Sells

1
+$4.13M
2
+$3.34M
3
+$1.32M
4
CO
Global Cord Blood Corporation
CO
+$878K
5
BRKR icon
Bruker
BRKR
+$816K

Sector Composition

1 Healthcare 29.53%
2 Industrials 25.27%
3 Financials 9.83%
4 Technology 9.29%
5 Consumer Discretionary 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.8M 6.36%
83,895
2
$17.4M 5.87%
329,867
3
$16.1M 5.42%
308,550
4
$15M 5.06%
130,201
+20,000
5
$12.8M 4.32%
405,200
6
$12.6M 4.26%
66,025
7
$12.1M 4.08%
227,900
-300
8
$12M 4.05%
704,800
9
$11.4M 3.83%
276,410
10
$10.7M 3.61%
120,226
11
$10.2M 3.43%
801,513
+18,204
12
$9.96M 3.36%
99,200
13
$9.34M 3.15%
72,000
14
$9.18M 3.1%
101,200
15
$8.45M 2.85%
150,176
16
$8.35M 2.82%
153,500
+20,000
17
$8.28M 2.79%
78,904
18
$8.13M 2.75%
52,300
19
$7.47M 2.52%
160,000
20
$6.59M 2.22%
235,950
21
$6.26M 2.11%
765,000
22
$6.2M 2.09%
258,960
23
$5.79M 1.95%
100,000
24
$5.44M 1.84%
103,160
25
$5.24M 1.77%
180,000
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