MA

Mezzasalma Advisors Portfolio holdings

AUM $391M
1-Year Est. Return 42.19%
This Quarter Est. Return
1 Year Est. Return
+42.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$8.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Sells

1 +$846K
2 +$737K
3 +$731K
4
CPNG icon
Coupang
CPNG
+$660K
5
UPST icon
Upstart Holdings
UPST
+$523K

Sector Composition

1 Consumer Discretionary 29.35%
2 Technology 25.82%
3 Communication Services 15.74%
4 Financials 8.4%
5 Healthcare 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-12,632
102
-4,560
103
-4,402