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
$894M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$48M
2 +$475K
3 +$38.8K

Top Sells

1 +$29.8M
2 +$6.98M

Sector Composition

1 Communication Services 67.12%
2 Technology 32.88%
3 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$545M 60.94%
18,543,504
-237,666
2
$294M 32.88%
8,850,456
+1,445,949
3
$52.8M 5.9%
3,802,720
+34,248
4
$2.47M 0.28%
80,773
+1,269
5
-380,320