SM
Salzhauer Michael Portfolio holdings
AUM
$159M
This Quarter Return
+2.2%
1 Year Return
+24.06%
3 Year Return
+34.89%
5 Year Return
+97.63%
10 Year Return
+151.16%
AUM
$210M
AUM Growth
+$210M
(+5.7%)
Cap. Flow
+$3.81M
Cap. Flow
% of AUM
1.82%
Top 10 Holdings %
Top 10 Hldgs %
44.01%
Holding
149
New
7
Increased
22
Reduced
23
Closed
4
Top Buys
| 1 |
COWN
Cowen Inc. Class A Common Stock
COWN
|
$5.43M |
| 2 |
Bank of America
BAC
|
$1.89M |
| 3 |
BNCL
Beneficial Bancorp, Inc.
BNCL
|
$931K |
| 4 |
Pinnacle Financial Partners
PNFP
|
$718K |
| 5 |
Citizens Financial Group
CFG
|
$423K |
Top Sells
| 1 |
MTB.WS
M&T Bank Corporation
MTB.WS
|
$2.41M |
| 2 |
Public Service Enterprise Group
PEG
|
$779K |
| 3 |
BNCN
BNC Bancorp
BNCN
|
$766K |
| 4 |
COF.WS
Capital One Financial Corp
COF.WS
|
$505K |
| 5 |
XBKS
Xenith Bankshares, Inc. Common Stock
XBKS
|
$504K |
Sector Composition
| 1 | Financials | 72.2% |
| 2 | Real Estate | 2.51% |
| 3 | Healthcare | 0.85% |
| 4 | Communication Services | 0.65% |
| 5 | Consumer Discretionary | 0.55% |
