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
$21.7M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$7.85M
3 +$3.58M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 83.46%
2 Communication Services 16.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$10.2M 47.23%
+44,274
2
$7.85M 36.23%
+61,324
3
$3.58M 16.54%
+103,500