NED
Nancy E. Dempze Portfolio holdings
AUM
$173M
1-Year Est. Return
12.54%
1 Year Est. Return
+12.54%
AUM
$173M
AUM Growth
+$6.83M
(+4.1%)
Holding
96
Top Buys
| 1 | +$748K | |
| 2 | +$680K | |
| 3 | +$611K | |
| 4 |
Applied Materials
AMAT
|
+$597K |
| 5 |
Salesforce
CRM
|
+$443K |
Top Sells
| 1 | +$1.03M | |
| 2 | +$642K | |
| 3 | +$528K | |
| 4 |
Morgan Stanley
MS
|
+$423K |
| 5 |
Advanced Micro Devices
AMD
|
+$403K |
Sector Composition
| 1 | Technology | 28.18% |
| 2 | Healthcare | 16.65% |
| 3 | Industrials | 13.49% |
| 4 | Financials | 9.91% |
| 5 | Consumer Discretionary | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Becton Dickinson
BDX
$54.2B
| – | – |
-2,802
|
|
||
77
Eastern Bankshares
EBC
$3.61B
| – | – |
-12,000
|
|
||
78
PepsiCo
PEP
$210B
| – | – |
-1,570
|
|
||
79
Starbucks
SBUX
$97B
| – | – |
-3,010
|
|