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
$1.32B
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 82.8%
2 Industrials 13.44%
3 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$985M 74.47%
34,051,962
+1,456,911
2
$178M 13.44%
2,608,482
+350,169
3
$110M 8.34%
+4,024,416
4
$49.6M 3.75%
+1,957,938