SM
Salzhauer Michael Portfolio holdings
AUM
$159M
This Quarter Return
+4.18%
1 Year Return
+24.06%
3 Year Return
+34.89%
5 Year Return
+97.63%
10 Year Return
+151.16%
AUM
$264M
AUM Growth
+$264M
(+19%)
Cap. Flow
+$53.4M
Cap. Flow
% of AUM
20.27%
Top 10 Holdings %
Top 10 Hldgs %
63.95%
Holding
123
New
16
Increased
38
Reduced
11
Closed
11
Top Buys
| 1 |
Bank of America
BAC
|
$18.2M |
| 2 |
Wells Fargo
WFC
|
$6.12M |
| 3 |
Citigroup
C
|
$4.91M |
| 4 |
Fifth Third Bancorp
FITB
|
$3.86M |
| 5 |
Capital One
COF
|
$3.51M |
Top Sells
| 1 |
SLCT
Select Bancorp, Inc.
SLCT
|
$2.91M |
| 2 |
EBSB
Meridian Bancorp, Inc.
EBSB
|
$2.8M |
| 3 |
SVBI
Severn Bancorp Inc/MD
SVBI
|
$1.09M |
| 4 |
PMBC
Pacific Mercantile Bancorp
PMBC
|
$878K |
| 5 |
AMTBB
Amerant Bancorp Inc. Class B Common Stock
AMTBB
|
$469K |
Sector Composition
| 1 | Financials | 95.36% |
| 2 | Healthcare | 1.03% |
| 3 | Industrials | 0.6% |
| 4 | Energy | 0.5% |
| 5 | Consumer Discretionary | 0.38% |
