NAP
New Amsterdam Partners Portfolio holdings
AUM
$272M
This Quarter Return
+19.23%
1 Year Return
+12.21%
3 Year Return
+73.99%
5 Year Return
+121.01%
10 Year Return
–
AUM
$272M
AUM Growth
+$272M
(-10%)
Cap. Flow
-$69.6M
Cap. Flow
% of AUM
-25.56%
Top 10 Holdings %
Top 10 Hldgs %
29.2%
Holding
140
New
25
Increased
25
Reduced
58
Closed
32
Top Buys
| 1 |
QuidelOrtho
QDEL
|
$4.31M |
| 2 |
G-III Apparel Group
GIII
|
$3.96M |
| 3 |
DHC
Diversified Healthcare Trust
DHC
|
$3.84M |
| 4 |
The Ensign Group
ENSG
|
$3.71M |
| 5 |
AIMC
Altra Industrial Motion Corp.
AIMC
|
$3.34M |
Top Sells
| 1 |
NTRI
NutriSystem, Inc.
NTRI
|
$6.99M |
| 2 |
AMN Healthcare
AMN
|
$4.38M |
| 3 |
CBM
Cambrex Corporation
CBM
|
$4.35M |
| 4 |
Armstrong World Industries
AWI
|
$4.28M |
| 5 |
SYKE
SYKES Enterprises Inc
SYKE
|
$3.97M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Industrials | 17.15% |
| 3 | Healthcare | 12.73% |
| 4 | Consumer Discretionary | 12.07% |
| 5 | Financials | 11.48% |
