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
$3.42B
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$49.4M
2 +$41.7M
3 +$25.9M
4
CSGP icon
CoStar Group
CSGP
+$22.8M
5
ZG icon
Zillow
ZG
+$11.2M

Top Sells

1 +$17.7M

Sector Composition

1 Communication Services 69.46%
2 Industrials 16.49%
3 Materials 9.75%
4 Real Estate 4.3%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.12B 32.91%
27,970,511
+1,229,407
2
$592M 17.33%
28,959,122
+39,411
3
$564M 16.49%
5,351,440
+395,485
4
$558M 16.34%
13,909,042
+280,132
5
$169M 4.93%
1,409,312
+68,482
6
$165M 4.82%
798,089
+39,989
7
$124M 3.63%
1,102,924
+53,654
8
$98.5M 2.88%
16,240,758
+4,268,501
9
$22.8M 0.67%
+850,000
10
-306,667