CC
Cadinha & Co Portfolio holdings
AUM
$736M
1-Year Est. Return
29.29%
1 Year Est. Return
+29.29%
AUM
$603M
AUM Growth
+$137M
(+30%)
Holding
105
Top Buys
| 1 | +$22.8M | |
| 2 | +$21.4M | |
| 3 | +$21.2M | |
| 4 |
RTX Corp
RTX
|
+$18.4M |
| 5 |
Marsh & McLennan
MMC
|
+$18.1M |
Top Sells
| 1 | +$21.1M | |
| 2 | +$14.8M | |
| 3 | +$13.4M | |
| 4 |
Home Depot
HD
|
+$13.1M |
| 5 |
McDonald's
MCD
|
+$10.4M |
Sector Composition
| 1 | Financials | 19.1% |
| 2 | Technology | 18.2% |
| 3 | Consumer Staples | 10.99% |
| 4 | Industrials | 10.7% |
| 5 | Communication Services | 8.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Automatic Data Processing
ADP
$107B
| – | – |
-800
|
|
||
102
Bristol-Myers Squibb
BMY
$111B
| – | – |
-3,333
|
|
||
103
Central Pacific Financial
CPF
$873M
| – | – |
-7,608
|
|
||
104
Dow Inc
DOW
$16.7B
| – | – |
-6,354
|
|
||
105
Goldman Sachs
GS
$267B
| – | – |
-24,500
|
|