NAM

North American Management Portfolio holdings

AUM $738M
1-Year Est. Return 49.59%
This Quarter Est. Return
1 Year Est. Return
+49.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$506M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$30.5M
2 +$21.1M
3 +$18.2M
4
JPM icon
JPMorgan Chase
JPM
+$17.4M
5
IBM icon
IBM
IBM
+$15.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.69%
2 Technology 12.83%
3 Energy 11.77%
4 Industrials 10.88%
5 Healthcare 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$15K ﹤0.01%
+18,895
127
$2K ﹤0.01%
+35,000