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
$22.7M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$21.2M
2
+$2.57M
3
+$2.45M
4
MCO icon
Moody's
MCO
+$700K

Sector Composition

1 Financials 7.85%
2 Communication Services 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.4M 90.09%
747,600
-89,522
2
$1.78M 7.85%
9,115
-3,584
3
$466K 2.06%
1,170
-53,273
4
– –
-75,836