CSC

Caldwell Sutter Capital Portfolio holdings

AUM $234M
1-Year Est. Return 14.4%
This Quarter Est. Return
1 Year Est. Return
+14.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1 +$2.71M
2 +$521K
3 +$516K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$446K
5
CLMT icon
Calumet Specialty Products
CLMT
+$267K

Top Sells

1 +$1.78M
2 +$961K
3 +$735K
4
COST icon
Costco
COST
+$586K
5
V icon
Visa
V
+$420K

Sector Composition

1 Financials 22.88%
2 Industrials 12.24%
3 Technology 12.04%
4 Consumer Staples 7.91%
5 Energy 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$30.3K 0.01%
587
427
$29.8K 0.01%
1,565
428
$29.5K 0.01%
2,000
429
$28.8K 0.01%
161
430
$28.7K 0.01%
143
431
$28.7K 0.01%
193
432
$28.6K 0.01%
2,022
433
$28.5K 0.01%
54
434
$28.4K 0.01%
402
435
$28.3K 0.01%
821
436
$27.9K 0.01%
615
437
$27.8K 0.01%
855
+25
438
$27.2K 0.01%
2,058
439
$27.1K 0.01%
284
440
$27K 0.01%
180
441
$27K 0.01%
470
442
$27K 0.01%
245
-9
443
$26.8K 0.01%
675
+325
444
$26.7K 0.01%
200
445
$26.4K 0.01%
222
446
$26.4K 0.01%
890
447
$26.3K 0.01%
209
-121
448
$26.1K 0.01%
493
+3
449
$25.4K 0.01%
206
450
$25.4K 0.01%
975
+210