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
$766M
AUM Growth
+$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1 +$16.9M
2 +$16.5M
3 +$3.12M
4
SMOT icon
VanEck Morningstar SMID Moat ETF
SMOT
+$2.8M
5
FTV icon
Fortive
FTV
+$2.24M

Top Sells

1 +$9.08M
2 +$2.87M
3 +$1.8M
4
VTS icon
Vitesse Energy
VTS
+$1.08M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$811K

Sector Composition

1 Financials 24.01%
2 Healthcare 13.06%
3 Technology 11.34%
4 Consumer Discretionary 9.68%
5 Consumer Staples 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,006
77
-2,858
78
-2,534
79
-3,489
80
-255
81
-3,434
82
-45,698