NED
Nancy E. Dempze Portfolio holdings
AUM
$192M
1-Year Est. Return
18.72%
This Fund
S&P 500
1 Year Est. Return
+18.72%
AUM
$182M
AUM Growth
+$8.69M
(+5%)
Holding
93
Top Buys
| 1 | +$1.14M | |
| 2 | +$925K | |
| 3 | +$857K | |
| 4 |
American Express
AXP
|
+$509K |
| 5 |
Uber
UBER
|
+$424K |
Top Sells
| 1 | +$1.01M | |
| 2 | +$672K | |
| 3 | +$457K | |
| 4 |
Ball Corp
BALL
|
+$398K |
| 5 |
Live Nation Entertainment
LYV
|
+$303K |
Sector Composition
| 1 | Technology | 28.52% |
| 2 | Healthcare | 16.53% |
| 3 | Industrials | 12.9% |
| 4 | Financials | 9.91% |
| 5 | Consumer Discretionary | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Novo Nordisk
NVO
$169B
| – | – |
-14,678
|
|