CCM

Cai Capital Management Portfolio holdings

AUM $155M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1 +$4M
2 +$3.67M
3 +$3.57M
4
TT icon
Trane Technologies
TT
+$3.46M
5
BEN icon
Franklin Resources
BEN
+$3.31M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.3%
2 Industrials 19.47%
3 Utilities 10.74%
4 Real Estate 8.84%
5 Consumer Staples 8.01%