SM
Salzhauer Michael Portfolio holdings
AUM
$159M
This Quarter Return
-17.84%
1 Year Return
+24.06%
3 Year Return
+34.89%
5 Year Return
+97.63%
10 Year Return
+151.16%
AUM
$177M
AUM Growth
+$177M
(-29%)
Cap. Flow
-$34.2M
Cap. Flow
% of AUM
-19.36%
Top 10 Holdings %
Top 10 Hldgs %
50.35%
Holding
153
New
6
Increased
16
Reduced
68
Closed
27
Top Buys
| 1 |
M&T Bank
MTB
|
$7.18M |
| 2 |
COWN
Cowen Inc. Class A Common Stock
COWN
|
$6.96M |
| 3 |
JPMorgan Chase
JPM
|
$6.86M |
| 4 |
Comerica
CMA
|
$3.63M |
| 5 |
Capital One
COF
|
$3.45M |
Top Sells
| 1 |
Bank of America
BAC
|
$13.7M |
| 2 |
JPM.WS
JPMorgan Chase
JPM.WS
|
$9.37M |
| 3 |
MTB.WS
M&T Bank Corporation
MTB.WS
|
$8.94M |
| 4 |
CMA.WS
Comerica Incorporated Ws
CMA.WS
|
$7.09M |
| 5 |
COF.WS
Capital One Financial Corp
COF.WS
|
$6.34M |
Sector Composition
| 1 | Financials | 87.87% |
| 2 | Healthcare | 1.3% |
| 3 | Communication Services | 0.46% |
| 4 | Real Estate | 0.4% |
| 5 | Consumer Staples | 0.29% |