CC

Cadinha & Co Portfolio holdings

AUM $736M
1-Year Est. Return 29.29%
This Quarter Est. Return
1 Year Est. Return
+29.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$582M
AUM Growth
-$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$16.1M
2 +$5.81M
3 +$636K
4
DHR icon
Danaher
DHR
+$522K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$275K

Top Sells

1 +$38.5M
2 +$16.1M
3 +$15.2M
4
AAPL icon
Apple
AAPL
+$13.6M
5
AEM icon
Agnico Eagle Mines
AEM
+$13.3M

Sector Composition

1 Technology 20.07%
2 Healthcare 15.72%
3 Industrials 10.79%
4 Financials 9.71%
5 Materials 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-825