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
$110M
AUM Growth
+$7.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1 +$362K
2 +$251K
3 +$230K
4
APTV icon
Aptiv
APTV
+$215K
5
NKE icon
Nike
NKE
+$209K

Top Sells

1 +$200K
2 +$192K
3 +$165K
4
PYPL icon
PayPal
PYPL
+$90.9K
5
CVX icon
Chevron
CVX
+$46.5K

Sector Composition

1 Technology 24.7%
2 Healthcare 22.39%
3 Industrials 13.09%
4 Consumer Discretionary 8.55%
5 Financials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-412