FSA

Fort Sheridan Advisors Portfolio holdings

AUM $702M
1-Year Est. Return 19.36%
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$922K
2 +$632K
3 +$446K
4
INTC icon
Intel
INTC
+$368K
5
BX icon
Blackstone
BX
+$339K

Top Sells

1 +$4.31M
2 +$503K
3 +$444K
4
PBCT
People's United Financial Inc
PBCT
+$361K
5
CME icon
CME Group
CME
+$329K

Sector Composition

1 Financials 37.38%
2 Energy 17.77%
3 Technology 13.69%
4 Industrials 8.11%
5 Healthcare 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$5K ﹤0.01%
56
102
-135,000
103
-48
104
-25,000
105
-6,900
106
-18,000