SM
Salzhauer Michael Portfolio holdings
AUM
$159M
1-Year Return
24.06%
This Quarter Return
-14.86%
1 Year Return
+24.06%
3 Year Return
+34.89%
5 Year Return
+97.63%
10 Year Return
+151.16%
AUM
$110M
AUM Growth
-$55.9M
(-34%)
Cap. Flow
-$32.3M
Cap. Flow
% of AUM
-29.45%
Top 10 Holdings %
Top 10 Hldgs %
55.41%
Holding
102
New
3
Increased
13
Reduced
17
Closed
13
Top Buys
| 1 |
Seacoast Banking Corp of Florida
SBCF
|
$1.43M |
| 2 |
PNC Financial Services
PNC
|
$814K |
| 3 |
Pinnacle Financial Partners
PNFP
|
$723K |
| 4 |
Hancock Whitney
HWC
|
$290K |
| 5 |
Devon Energy
DVN
|
$243K |
Top Sells
| 1 |
Bank of America
BAC
|
$19.8M |
| 2 |
Bankunited
BKU
|
$5.09M |
| 3 |
Atlantic Union Bankshares
AUB
|
$2.28M |
| 4 |
Wells Fargo
WFC
|
$2.03M |
| 5 |
Ambac
AMBC
|
$1.17M |
Sector Composition
| 1 | Financials | 96.11% |
| 2 | Energy | 1.13% |
| 3 | Healthcare | 1.09% |
| 4 | Industrials | 0.56% |
| 5 | Technology | 0.52% |
