NAM

North American Management Portfolio holdings

AUM $738M
1-Year Est. Return 49.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$600M
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$1.8M
2 +$1.7M
3 +$1.55M
4
CCI icon
Crown Castle
CCI
+$1.46M
5
T icon
AT&T
T
+$553K

Top Sells

1 +$5.86M
2 +$2.24M
3 +$1.08M
4
ABT icon
Abbott
ABT
+$1.02M
5
DHR icon
Danaher
DHR
+$639K

Sector Composition

1 Healthcare 16.49%
2 Consumer Staples 12.92%
3 Technology 12.09%
4 Financials 11.32%
5 Industrials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-12,790