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CIA

Caledonia Investments (Australia) Portfolio holdings

AUM $3.44B
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
-$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$426M
2
+$8.5M

Top Sells

1
+$472M
2
+$114M
3
+$91.9M

Sector Composition

1 Communication Services 84.17%
2 Industrials 15.83%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.09B 84.17%
32,595,051
+12,054,372
2
$205M 15.83%
2,258,313
+105,607
3
– –
-3,481,873
4
– –
-2,088,808
5
– –
-10,245,823