CP
Camelot Portfolios Portfolio holdings
AUM
$167M
This Quarter Return
+0.65%
1 Year Return
+12.77%
3 Year Return
+28.91%
5 Year Return
+64.98%
10 Year Return
+88.11%
AUM
$143M
AUM Growth
+$143M
(+6.2%)
Cap. Flow
+$8.48M
Cap. Flow
% of AUM
5.91%
Top 10 Holdings %
Top 10 Hldgs %
27.54%
Holding
186
New
12
Increased
70
Reduced
78
Closed
5
Top Buys
Top Sells
| 1 |
Cemex
CX
|
$626K |
| 2 |
GE Aerospace
GE
|
$608K |
| 3 |
Enbridge
ENB
|
$499K |
| 4 |
Accenture
ACN
|
$489K |
| 5 |
Salesforce
CRM
|
$376K |
Sector Composition
| 1 | Financials | 6.31% |
| 2 | Consumer Discretionary | 6.14% |
| 3 | Real Estate | 5.27% |
| 4 | Technology | 4.54% |
| 5 | Healthcare | 4.42% |
