SM
Salzhauer Michael Portfolio holdings
AUM
$159M
This Quarter Return
-0.98%
1 Year Return
+24.06%
3 Year Return
+34.89%
5 Year Return
+97.63%
10 Year Return
+151.16%
AUM
$99M
AUM Growth
+$99M
(+1.8%)
Cap. Flow
+$3.09M
Cap. Flow
% of AUM
3.12%
Top 10 Holdings %
Top 10 Hldgs %
45.25%
Holding
121
New
10
Increased
14
Reduced
18
Closed
5
Top Buys
| 1 |
MBFI
MB Financial Corp
MBFI
|
$8.89M |
| 2 |
SouthState
SSB
|
$2.03M |
| 3 |
EBSB
Meridian Bancorp, Inc.
EBSB
|
$1.8M |
| 4 |
INVN
Invensense Inc
INVN
|
$1.22M |
| 5 |
RAD
Rite Aid Corporation
RAD
|
$1.15M |
Top Sells
| 1 |
TAYC
TAYLOR CAPITAL GROUP INC
TAYC
|
$11.1M |
| 2 |
Bank of America
BAC
|
$1.42M |
| 3 |
JPMorgan Chase
JPM
|
$1.19M |
| 4 |
CNOB
CONNECTONE BANCORP INC
CNOB
|
$499K |
| 5 |
Northwest Bancshares
NWBI
|
$362K |
Sector Composition
| 1 | Financials | 72.25% |
| 2 | Technology | 1.98% |
| 3 | Utilities | 1.58% |
| 4 | Communication Services | 0.97% |
| 5 | Healthcare | 0.95% |
