NED

Nancy E. Dempze Portfolio holdings

AUM $173M
1-Year Est. Return 12.54%
This Quarter Est. Return
1 Year Est. Return
+12.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$5.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1 +$289K
2 +$275K
3 +$201K
4
AMZN icon
Amazon
AMZN
+$182K
5
PG icon
Procter & Gamble
PG
+$138K

Top Sells

1 +$439K
2 +$419K
3 +$374K
4
MSFT icon
Microsoft
MSFT
+$356K
5
PYPL icon
PayPal
PYPL
+$356K

Sector Composition

1 Healthcare 24.66%
2 Technology 19.82%
3 Industrials 11.63%
4 Consumer Discretionary 9%
5 Financials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$261K 0.22%
516
+51
52
$201K 0.17%
+1,046
53
-3,275
54
-2,600
55
-3,250
56
-3,800