CWM
Cabot Wealth Management Portfolio holdings
AUM
$841M
1-Year Return
16%
This Quarter Return
+5%
1 Year Return
+16%
3 Year Return
+70.41%
5 Year Return
+122.28%
10 Year Return
+285.8%
AUM
$380M
AUM Growth
-$1.98M
(-0.52%)
Cap. Flow
-$14.8M
Cap. Flow
% of AUM
-3.89%
Top 10 Holdings %
Top 10 Hldgs %
18.42%
Holding
159
New
9
Increased
55
Reduced
74
Closed
16
Top Buys
| 1 |
Graham Holdings Company
GHC
|
$4.33M |
| 2 |
TJX Companies
TJX
|
$3.67M |
| 3 |
Dover
DOV
|
$3.39M |
| 4 |
HDFC Bank
HDB
|
$2.84M |
| 5 |
Qualcomm
QCOM
|
$2.83M |
Top Sells
| 1 |
IBM
IBM
|
$4.3M |
| 2 |
Commault Systems
CVLT
|
$4M |
| 3 |
Mastercard
MA
|
$3.65M |
| 4 |
Invesco BuyBack Achievers ETF
PKW
|
$3.34M |
| 5 |
RH
RH
|
$3.32M |
Sector Composition
| 1 | Healthcare | 12.79% |
| 2 | Technology | 10.56% |
| 3 | Financials | 9.87% |
| 4 | Consumer Discretionary | 8.51% |
| 5 | Industrials | 4.78% |
