NAM

Needelman Asset Management Portfolio holdings

AUM $46M
1-Year Est. Return 8.27%
This Quarter Est. Return
1 Year Est. Return
+8.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46M
AUM Growth
-$425K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$15.6K
2
+$12.5K
3
+$12.1K
4
INTC icon
Intel
INTC
+$11.2K
5
IBM icon
IBM
IBM
+$10.6K

Top Sells

1
+$9.25K
2
+$8.24K
3
+$8.15K
4
FLR icon
Fluor
FLR
+$6.1K
5
MKL icon
Markel Group
MKL
+$5.42K

Sector Composition

1 Financials 24.87%
2 Healthcare 22.49%
3 Technology 17.59%
4 Consumer Staples 10.78%
5 Industrials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB icon
26
Chubb
CB
$111B
$1.02M 2.22%
8,040
-15
VYX icon
27
NCR Voyix
VYX
$1.48B
$984K 2.14%
53,505
-448
QCOM icon
28
Qualcomm
QCOM
$185B
$950K 2.07%
16,920
-65
PG icon
29
Procter & Gamble
PG
$341B
$921K 2%
11,805
+200
VZ icon
30
Verizon
VZ
$168B
$874K 1.9%
17,364
+200
BMY icon
31
Bristol-Myers Squibb
BMY
$94.9B
$790K 1.72%
14,275
+225
MDLZ icon
32
Mondelez International
MDLZ
$72.5B
$744K 1.62%
18,140
-100
KHC icon
33
Kraft Heinz
KHC
$28.1B
$694K 1.51%
11,043
+75
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