QCMNJ

Quantum Capital Management (New Jersey) Portfolio holdings

AUM $925M
1-Year Est. Return 18.81%
This Quarter Est. Return
1 Year Est. Return
+18.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$758M
AUM Growth
-$5.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$8.96M
3 +$23.8K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$23.1K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$17K

Top Sells

1 +$51.2M
2 +$18.3M
3 +$12.3M
4
VRSN icon
VeriSign
VRSN
+$7.92M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$7.47M

Sector Composition

1 Industrials 41.64%
2 Consumer Discretionary 20.71%
3 Financials 16.87%
4 Real Estate 5%
5 Healthcare 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.76K ﹤0.01%
156
-2,123,704
27
-303,964
28
-289
29
-255,612
30
-1,512