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NSIM

North Star Investment Management Portfolio holdings

AUM $1.65B
1-Year Est. Return 20.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$665M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$4.16M
3
+$3.43M
4
ACU icon
Acme United Corp
ACU
+$2.23M
5
INTC icon
Intel
INTC
+$1.73M

Top Sells

1
+$4.05M
2
+$3.26M
3
+$1.76M
4
PYPL icon
PayPal
PYPL
+$1.46M
5
EGAS
Gas Natural Inc.
EGAS
+$1.25M

Sector Composition

1 Financials 15.33%
2 Industrials 14.5%
3 Consumer Discretionary 9.17%
4 Healthcare 8.04%
5 Technology 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$2K ﹤0.01%
200
902
$2K ﹤0.01%
200
903
$2K ﹤0.01%
1,000
904
$2K ﹤0.01%
100
905
$2K ﹤0.01%
130
906
$2K ﹤0.01%
+1,000
907
$2K ﹤0.01%
109
908
$2K ﹤0.01%
+10
909
$2K ﹤0.01%
+950
910
$1K ﹤0.01%
100
911
$1K ﹤0.01%
+14
912
$1K ﹤0.01%
+25
913
$1K ﹤0.01%
175
914
$1K ﹤0.01%
+28
915
$1K ﹤0.01%
76
916
$1K ﹤0.01%
+75
917
$1K ﹤0.01%
+11
918
$1K ﹤0.01%
+25
919
$1K ﹤0.01%
+76
920
$1K ﹤0.01%
10
921
$1K ﹤0.01%
+55
922
$1K ﹤0.01%
+35
923
$1K ﹤0.01%
+96
924
$1K ﹤0.01%
+33
925
$1K ﹤0.01%
+100
35 36
37
38 39