CIA

Caledonia Investments (Australia) Portfolio holdings

AUM $5.22B
1-Year Est. Return 1.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+1.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$659M
2
+$60.3M
3
+$54.2M

Top Sells

1
+$559M
2
+$49.6M

Sector Composition

1 Communication Services 86.89%
2 Industrials 13.11%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$682M 50.39%
+25,249,398
2
$377M 27.89%
13,131,780
-20,920,182
3
$177M 13.11%
3,644,038
+1,035,556
4
$117M 8.61%
6,403,372
+2,378,956
5
– –
-1,957,938