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
$758M
AUM Growth
-$8.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1 +$16.1M
2 +$15.4M
3 +$13.5M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$7M
5
BF.B icon
Brown-Forman Class B
BF.B
+$6.81M

Top Sells

1 +$30.5M
2 +$16.1M
3 +$10.3M
4
WFC icon
Wells Fargo
WFC
+$7.78M
5
CNX icon
CNX Resources
CNX
+$5.85M

Sector Composition

1 Financials 21.28%
2 Healthcare 12.46%
3 Consumer Discretionary 11.57%
4 Communication Services 8.91%
5 Consumer Staples 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$200K 0.03%
+887
77
-1,038
78
-2,000
79
-164,167
80
-9,904
81
-1,615