CAM

Cacti Asset Management Portfolio holdings

AUM $1.52B
1-Year Est. Return 28.7%
This Quarter Est. Return
1 Year Est. Return
+28.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$926M
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$797K
2 +$675K
3 +$670K
4
CVS icon
CVS Health
CVS
+$600K
5
AXP icon
American Express
AXP
+$304K

Top Sells

1 +$3.72M
2 +$147K
3 +$102K

Sector Composition

1 Healthcare 19.76%
2 Financials 19.25%
3 Technology 17.89%
4 Industrials 11.51%
5 Consumer Discretionary 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$80K 0.01%
3,050
77
$60K 0.01%
5,800
78
$32K ﹤0.01%
500
79
$29K ﹤0.01%
10,000
+5,000
80
$27K ﹤0.01%
200
81
$11K ﹤0.01%
100