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
$215M
AUM Growth
+$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1 +$5.27M
2 +$3.32M
3 +$1.96M
4
AMZN icon
Amazon
AMZN
+$1.7M
5
CNC icon
Centene
CNC
+$1.66M

Top Sells

1 +$2.05M
2 +$1.71M
3 +$1.56M
4
XRAY icon
Dentsply Sirona
XRAY
+$1.38M
5
VSM
Versum Materials, Inc.
VSM
+$1.34M

Sector Composition

1 Industrials 36.09%
2 Healthcare 26.05%
3 Consumer Discretionary 9.61%
4 Technology 6.01%
5 Materials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$31.2M 14.51%
90,316
-1,610
2
$18.4M 8.56%
298,400
+27,000
3
$15.7M 7.3%
224,783
-15,000
4
$10M 4.67%
202,410
5
$8.4M 3.91%
39,200
6
$8.2M 3.82%
79,970
-20,000
7
$7.31M 3.4%
43,000
8
$7.24M 3.37%
93,726
9
$6.8M 3.17%
364,841
10
$5.77M 2.68%
116,895
+15,000
11
$5.27M 2.46%
+53,500
12
$4.99M 2.32%
30,000
+20,000
13
$4.77M 2.22%
247,500
+33,750
14
$4.55M 2.12%
70,704
15
$4.49M 2.09%
20,340
16
$4.28M 1.99%
115,300
-36,000
17
$4.27M 1.99%
86,000
+20,000
18
$4.23M 1.97%
54,059
19
$4.08M 1.9%
83,488
-9,423
20
$3.99M 1.86%
91,187
-31,419
21
$3.84M 1.79%
35,000
22
$3.61M 1.68%
99,000
-9,000
23
$3.51M 1.63%
20,375
-2,500
24
$3.28M 1.53%
75,000
-5,000
25
$3.26M 1.52%
24,000
+3,000