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
$166M
AUM Growth
+$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$1.19M
2 +$599K
3 +$320K
4
BAC icon
Bank of America
BAC
+$266K
5
UNVR
Univar Solutions Inc.
UNVR
+$261K

Top Sells

1 +$2.08M
2 +$1.69M
3 +$880K
4
CRBG icon
Corebridge Financial
CRBG
+$295K
5
AER icon
AerCap
AER
+$278K

Sector Composition

1 Financials 97.22%
2 Healthcare 0.84%
3 Energy 0.66%
4 Industrials 0.39%
5 Technology 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-12,000
102
-15,000
103
0
104
-15,000
105
-2,263
106
-602