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
$691M
AUM Growth
-$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1 +$15.4M
2 +$9.57M
3 +$4.19M
4
WBA
Walgreens Boots Alliance
WBA
+$3.24M
5
KVUE icon
Kenvue
KVUE
+$1.57M

Top Sells

1 +$24.2M
2 +$19.5M
3 +$11M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.94M
5
MSFT icon
Microsoft
MSFT
+$6.81M

Sector Composition

1 Financials 23.6%
2 Healthcare 14.28%
3 Technology 11.57%
4 Communication Services 8.27%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$210K 0.03%
+927
77
-809
78
-248,978
79
-7,648
80
-16,315
81
-1,087
82
-110,650
83
-5,660