CIA

Caledonia Investments (Australia) Portfolio holdings

AUM $6.29B
1-Year Est. Return 58.5%
This Quarter Est. Return
1 Year Est. Return
+58.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$936M
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$58.3M
2 +$55.2M
3 +$1.42M

Top Sells

1 +$22.7M
2 +$6.26M
3 +$135K

Sector Composition

1 Communication Services 61.14%
2 Technology 31.47%
3 Consumer Staples 5.28%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$490M 52.37%
17,446,899
+1,965,828
2
$295M 31.47%
6,265,210
+1,239,403
3
$82M 8.76%
3,760,804
+65,164
4
$49.5M 5.28%
834,041
-105,637
5
$19.7M 2.11%
257,462
-1,763
6
-7,828,680