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
$110M
AUM Growth
-$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.43M
2 +$814K
3 +$723K
4
HWC icon
Hancock Whitney
HWC
+$290K
5
DVN icon
Devon Energy
DVN
+$243K

Top Sells

1 +$19.8M
2 +$5.09M
3 +$2.28M
4
WFC icon
Wells Fargo
WFC
+$2.03M
5
AMBC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-18,750
102
-19,275