SC

Salzman & Co Portfolio holdings

AUM $29.7M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
-12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62.8M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$27.1M
2 +$21.9M
3 +$13.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 56.81%
2 Technology 43.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$27.1M 43.19%
+866,292
2
$21.9M 34.92%
+1,958,676
3
$13.8M 21.89%
+246,372