Needelman Asset Management Inc

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Assets, Funds, Holdings

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Needelman Asset Management Inc
CRD #110329
SEC #801-113454
CIK #
AUM $1.6 MM (100% Disc, 100% US)
Employees3 (100% Investors, 0% Brokers)
Phone949-717-3400
Address1301 Dove Street
Newport Beach, CA 92660-2453
Links IAPDexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
BAC 279,520.0 1.6
JPM 341,670.0 1.6
MSFT 865,660.0 1.6
HON 111,690.0 1.5
MKL 13,440.0 1.5
INTC 239,910.0 1.4
ANTM 76,070.0 1.4
UNH 233,310.0 1.4
JNJ 369,000.0 1.4
DEO 96,700.0 1.3
View All
Holdings by Sector ($BB)
Related Firms State AUM ($BB)
Spectrum Asset Management Inc
CA
0.5
Needelman Asset Management Inc
CA
0.0
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