Excalibur Management Corp

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Assets, Funds, Holdings

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Excalibur Management Corp
CRD #110836
SEC #801-39935
CIK #1009003
AUM $401.9 MM (96% Disc, 100% US)
Employees7 (71% Investors, 0% Brokers)
Phone617-916-9669
AddressThree Newton Executive Park
Newton, MA 02462-1433
Source IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
CSL 6,970.0 11.2
T 220,140.0 7.5
JNJ 369,000.0 7.0
PFE 230,400.0 6.3
MRK 208,740.0 4.7
MSFT 865,660.0 4.4
AAPL 843,560.0 3.9
PG 249,110.0 3.5
PEP 163,770.0 2.8
KO 197,430.0 2.6
View All
Holdings by Sector ($BB)
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