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
$4.71B
AUM Growth
+$672M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M

Top Sells

1
+$68.7M
2
+$38.2M
3
+$19M
4
COUR icon
Coursera
COUR
+$8.93M
5
UDMY icon
Udemy
UDMY
+$5.44M

Sector Composition

1 Communication Services 88.58%
2 Consumer Staples 5.85%
3 Consumer Discretionary 3.68%
4 Financials 1.35%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.11B 44.66%
36,394,056
2
$896M 19%
15,797,294
3
$811M 17.2%
12,844,702
-1,088,339
4
$174M 3.68%
2,115,817
+65,802
5
$173M 3.67%
4,837,336
-1,066,890
6
$139M 2.95%
9,439,495
-369,572
7
$137M 2.9%
7,049,299
-460,838
8
$127M 2.69%
20,526,210
9
$63.5M 1.35%
18,365,289
10
$63.5M 1.35%
4,384,150
11
$25.8M 0.55%
864,884
-272
12
– –
-590,726