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Cacti Asset Management Portfolio holdings

AUM $1.99B
1-Year Est. Return 86.33%
This Fund
S&P 500
This Quarter Est. Return
+2.28%
1 Year Est. Return
+86.33%
3 Year Est. Return
+168.13%
5 Year Est. Return
+181.76%
10 Year Est. Return
+521.65%
AUM
$524M
AUM Growth
Cap. Flow
+$511M
Cap. Flow %
97.52%
Top 10 Hldgs %
39.21%
Holding
81
New
81
Increased
Reduced
Closed

Top Buys

Rank Stock Value
1
GS icon
Goldman Sachs
GS
+$24M
2
IBM icon
IBM
IBM
+$22.9M
3
BA icon
Boeing
BA
+$21M
4
GLW icon
Corning
GLW
+$20.6M
5
DIS icon
Walt Disney
DIS
+$19.4M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 25.7%
2 Technology 18.43%
3 Healthcare 15.41%
4 Industrials 11.27%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CVS icon
51
CVS Health
CVS
$134B
$512K 0.1%
+8,950
New +$519K
BAX icon
52
Baxter International
BAX
$13.8B
$485K 0.09%
+12,887
New +$494K
AVP
53
DELISTED
Avon Products, Inc.
AVP
$421K 0.08%
+20,000
New +$449K
CSCO icon
54
Cisco
CSCO
$448B
$341K 0.07%
+14,000
New +$315K
SPLS
55
DELISTED
Staples Inc
SPLS
$317K 0.06%
+20,000
New +$286K
GM icon
56
General Motors
GM
$80B
$307K 0.06%
+7,950
New +$252K
CS
57
DELISTED
Credit Suisse Group
CS
$271K 0.05%
+10,243
New +$288K
CWCO icon
58
Consolidated Water Co
CWCO
$474M
$229K 0.04%
+20,000
New +$204K
COWN
59
DELISTED
Cowen Inc. Class A Common Stock
COWN
$217K 0.04%
+18,750
New +$211K
PCP
60
DELISTED
PRECISION CASTPARTS CORP
PCP
$198K 0.04%
+875
New +$177K
AXA
61
DELISTED
AXA ADS (1 ORD SHS)
AXA
$196K 0.04%
+10,000
New +$196K
TIF
62
DELISTED
Tiffany & Co.
TIF
$175K 0.03%
+2,400
New +$179K
TBT icon
63
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$300M
$136K 0.03%
+1,875
New +$122K
WPX
64
DELISTED
WPX Energy, Inc.
WPX
$116K 0.02%
+6,150
New +$110K
DUK icon
65
Duke Energy
DUK
$98.4B
$112K 0.02%
+1,666
New +$118K
OAR
66
DELISTED
OHIO ART COMPANY
OAR
$101K 0.02%
+15,000
New +$101K
LLY icon
67
Eli Lilly
LLY
$1.03T
$98K 0.02%
+2,000
New +$109K
UPL
68
DELISTED
Ultra Petroleum Corp. Common Stock
UPL
$89K 0.02%
+4,500
New +$96.2K
SCHW
69
Charles Schwab
SCHW
$181B
$85K 0.02%
+4,000
New +$73.9K
VALU icon
70
Value Line
VALU
$323M
$82K 0.02%
+9,600
New +$86.3K
RBA icon
71
RB Global
RBA
$20.5B
$77K 0.01%
+4,000
New +$80.9K
GLCH
72
DELISTED
GLEACHER & CO INC COM NEW (NY)
GLCH
$24K ﹤0.01%
+1,750
New +$24.2K
BRK.B icon
73
Berkshire Hathaway Class B
BRK.B
$1.1T
$22K ﹤0.01%
+200
New +$22K
IDXX icon
74
Idexx Laboratories
IDXX
$44.1B
$22K ﹤0.01%
+500
New +$21.8K
HD icon
75
Home Depot
HD
$332B
$8K ﹤0.01%
+100
New +$7.51K

Similar funds

Cacti Asset Management's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Cacti Asset Management, which disclosed 81 positions worth $524M. Its ten largest holdings account for 39% of the portfolio.

Its largest position is Goldman Sachs: 157,138 shares worth $23.8M.

By sector, the portfolio is most concentrated in Financials at 26% of assets, followed by Technology and Healthcare.

  • Cacti Asset Management's largest Q2 2013 buy was Goldman Sachs: 157,138 shares worth $23.8M.
  • Cacti Asset Management's ten largest holdings make up 39% of its $524M portfolio in Q2 2013.
  • Cacti Asset Management disclosed 81 positions in Q2 2013, its first 13F filing on record.

Based on Cacti Asset Management's 13F filing for Q2 2013, filed 2 Jul 2013.