EBSAM

Eubel Brady & Suttman Asset Management Portfolio holdings

AUM $791M
1-Year Est. Return 11.09%
This Quarter Est. Return
1 Year Est. Return
+11.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$2.26M
2 +$540K
3 +$477K
4
NPK icon
National Presto Industries
NPK
+$418K
5
CVX icon
Chevron
CVX
+$398K

Top Sells

1 +$5.63M
2 +$1.29M
3 +$720K
4
KSS icon
Kohl's
KSS
+$682K
5
ELV icon
Elevance Health
ELV
+$518K

Sector Composition

1 Financials 27.58%
2 Healthcare 19.92%
3 Industrials 13.58%
4 Technology 13.44%
5 Consumer Discretionary 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-50,629
77
-3,057
78
-52,380