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
$125M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$1.25M
3
+$625K
4
BBDC icon
Barings BDC
BBDC
+$612K
5
COWN
Cowen Inc. Class A Common Stock
COWN
+$563K

Top Sells

1
+$6.19M
2
+$1.58M
3
+$848K
4
MBFI
MB Financial Corp
MBFI
+$836K
5
MSGS icon
Madison Square Garden
MSGS
+$265K

Sector Composition

1 Financials 61.33%
2 Real Estate 3.43%
3 Healthcare 2.17%
4 Utilities 1.25%
5 Communication Services 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
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