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
$37.4M
AUM Growth
+$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$8.49K
2
+$7.38K
3
+$6.59K
4
KMB icon
Kimberly-Clark
KMB
+$6.58K
5
EMR icon
Emerson Electric
EMR
+$5.99K

Sector Composition

1 Healthcare 25.1%
2 Financials 23.01%
3 Consumer Staples 12.78%
4 Technology 12.71%
5 Industrials 11.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$865K 2.31%
24,084
-80
27
$858K 2.3%
14,158
-84
28
$799K 2.14%
14,700
-100
29
$777K 2.08%
15,943
-59
30
$772K 2.07%
13,866
31
$732K 1.96%
16,995
-100
32
$728K 1.95%
11,400
33
$660K 1.77%
10,132
-50
34
$520K 1.39%
16,210
-70
35
$310K 0.83%
11,400
36
$304K 0.81%
1,826
1
2