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
$7.49B
AUM Growth
+$613M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$9.52M
3
+$225K

Top Sells

1
+$113M
2
+$28.1M
3
+$25.1M
4
FWONK icon
Liberty Media Series C
FWONK
+$18.9M
5
GENI icon
Genius Sports
GENI
+$15.5M

Sector Composition

1 Communication Services 56.84%
2 Consumer Discretionary 40.69%
3 Consumer Staples 2.18%
4 Financials 0.21%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.81B 37.53%
10,880,998
-437,623
2
$2.65B 35.4%
35,819,209
-339,132
3
$1.01B 13.51%
14,286,104
-396,500
4
$270M 3.6%
2,913,686
-203,635
5
$236M 3.16%
2,737,244
+110,199
6
$159M 2.12%
18,366,574
-1,787,372
7
$99.4M 1.33%
3,206,256
-493,182
8
$95.3M 1.27%
11,575,298
-137,652
9
$68.3M 0.91%
8,030,962
-367,266
10
$66.2M 0.88%
17,758,146
11
$15.4M 0.21%
+66,160
12
$6.1M 0.08%
841,338
13
$225K ﹤0.01%
+3,198