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
$8.81B
AUM Growth
+$3.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$328M
2
+$191M
3
+$190M

Top Sells

1
+$17.3M
2
+$3.76M
3
+$2.6M
4
IBKR icon
Interactive Brokers
IBKR
+$1.67M
5
KMX icon
CarMax
KMX
+$617K

Sector Composition

1 Communication Services 71.93%
2 Industrials 13.58%
3 Consumer Discretionary 8.99%
4 Financials 2.84%
5 Healthcare 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.7B 41.98%
36,394,056
2
$1.6B 18.21%
15,797,294
3
$1.2B 13.58%
8,269,092
4
$602M 6.84%
17,177,140
-492,475
5
$328M 3.72%
+9,381,347
6
$273M 3.1%
4,642,598
7
$199M 2.25%
6,909,437
-90,563
8
$191M 2.17%
+270,215
9
$190M 2.15%
+9,508,374
10
$185M 2.1%
2,014,109
-6,710
11
$109M 1.24%
2,705,570
-92,973
12
$93.1M 1.06%
18,626,859
13
$48.1M 0.55%
3,982,832
-138,276
14
$42.9M 0.49%
182,305
15
$30.6M 0.35%
568,687
16
$12.5M 0.14%
125,000
17
$6.04M 0.07%
222,591