FSA
Fort Sheridan Advisors Portfolio holdings
AUM
$702M
This Quarter Return
-6.02%
1 Year Return
+19.36%
3 Year Return
+80.34%
5 Year Return
+144.15%
10 Year Return
–
AUM
$141M
AUM Growth
–
Cap. Flow
+$141M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.42%
Holding
88
New
88
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
CME Group
CME
|
$43.4M |
| 2 |
Enterprise Products Partners
EPD
|
$8.35M |
| 3 |
Boeing
BA
|
$7.92M |
| 4 |
Microsoft
MSFT
|
$6.5M |
| 5 |
Oneok
OKE
|
$6.21M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 43.33% |
| 2 | Energy | 14.7% |
| 3 | Technology | 11.68% |
| 4 | Healthcare | 8.64% |
| 5 | Industrials | 7.12% |
