SM

Salzhauer Michael Portfolio holdings

AUM $195M
1-Year Est. Return 20.24%
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92M
AUM Growth
-$618K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.9M
2 +$275K
3 +$261K
4
SHBI icon
Shore Bancshares
SHBI
+$240K
5
CMA icon
Comerica
CMA
+$229K

Top Sells

1 +$346K
2 +$300K
3 +$262K
4
MSGS icon
Madison Square Garden
MSGS
+$226K
5
TRV icon
Travelers Companies
TRV
+$208K

Sector Composition

1 Financials 97.55%
2 Energy 1.4%
3 Technology 0.64%
4 Healthcare 0.25%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
0