EBSAM
Eubel Brady & Suttman Asset Management Portfolio holdings
AUM
$791M
This Quarter Return
+5.74%
1 Year Return
+11.09%
3 Year Return
+40.56%
5 Year Return
+103.15%
10 Year Return
+197.34%
AUM
$364M
AUM Growth
–
Cap. Flow
+$340M
Cap. Flow
% of AUM
93.35%
Top 10 Holdings %
Top 10 Hldgs %
33.81%
Holding
80
New
66
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$15.8M |
| 2 |
Johnson & Johnson
JNJ
|
$14M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$13.5M |
| 4 |
Kohl's
KSS
|
$13M |
| 5 |
Orion Group Holdings
ORN
|
$11.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 24.55% |
| 2 | Healthcare | 17.16% |
| 3 | Industrials | 14.82% |
| 4 | Technology | 7.17% |
| 5 | Consumer Staples | 5.35% |
