NAP
New Amsterdam Partners Portfolio holdings
AUM
$272M
This Quarter Return
+5.34%
1 Year Return
+12.21%
3 Year Return
+73.99%
5 Year Return
+121.01%
10 Year Return
–
AUM
$1.54B
AUM Growth
+$1.54B
(+5.2%)
Cap. Flow
+$45.4M
Cap. Flow
% of AUM
2.96%
Top 10 Holdings %
Top 10 Hldgs %
26.68%
Holding
144
New
23
Increased
58
Reduced
37
Closed
23
Top Buys
| 1 |
Protolabs
PRLB
|
$30.4M |
| 2 |
Deluxe
DLX
|
$23.2M |
| 3 |
IPXL
Impax Laboratories, Inc.
IPXL
|
$20.8M |
| 4 |
Deckers Outdoor
DECK
|
$20.6M |
| 5 |
Landstar System
LSTR
|
$20.5M |
Top Sells
| 1 |
Lennox International
LII
|
$35.6M |
| 2 |
QCOR
QUESTCOR PHARMA INC
QCOR
|
$34.1M |
| 3 |
AOL
AOL INC COMMON STOCK
AOL
|
$25.3M |
| 4 |
EXPR
Express, Inc.
EXPR
|
$22M |
| 5 |
SM Energy
SM
|
$17.9M |
Sector Composition
| 1 | Technology | 19.4% |
| 2 | Industrials | 16.94% |
| 3 | Consumer Discretionary | 16.38% |
| 4 | Financials | 11.32% |
| 5 | Healthcare | 8.61% |
