RAM

Ramsey Asset Management Portfolio holdings

AUM $48.8M
1-Year Est. Return 3.93%
This Quarter Est. Return
1 Year Est. Return
+3.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$66.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$4.22M
3
+$3.61M
4
UAL icon
United Airlines
UAL
+$3.41M
5
MSFT icon
Microsoft
MSFT
+$3M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 27.19%
2 Technology 17.67%
3 Financials 17.48%
4 Consumer Staples 9.13%
5 Healthcare 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$894K 1.35%
+22,174
27
$888K 1.34%
+26,200
28
$886K 1.33%
+14,615
29
$873K 1.31%
+12,680
30
$868K 1.31%
+17,175
31
$866K 1.3%
+7,794
32
$855K 1.29%
+9,354
33
$850K 1.28%
+14,050
34
$849K 1.28%
+32,305
35
$841K 1.27%
+6,000
36
$831K 1.25%
+15,231
37
$819K 1.23%
+10,634
38
$817K 1.23%
+11,250
39
$816K 1.23%
+30,695
40
$787K 1.18%
+23,041
41
$776K 1.17%
+15,562
42
$731K 1.1%
+49,500
43
$656K 0.99%
+18,561
1
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