CF
Cantor Fitzgerald Portfolio holdings
AUM
$4.07B
1-Year Return
57.22%
This Quarter Return
+7.19%
1 Year Return
+57.22%
3 Year Return
+150.42%
5 Year Return
–
10 Year Return
–
AUM
$4.69B
AUM Growth
+$40.2M
(+0.86%)
Cap. Flow
-$1.04B
Cap. Flow
% of AUM
-22.21%
Top 10 Holdings %
Top 10 Hldgs %
15.22%
Holding
841
New
120
Increased
145
Reduced
185
Closed
177
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
+$26.9M |
| 2 |
Coca-Cola
KO
|
+$21.1M |
| 3 |
Zimmer Biomet
ZBH
|
+$19.8M |
| 4 |
Textron
TXT
|
+$17.1M |
| 5 |
Zscaler
ZS
|
+$16M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$960M |
| 2 |
AstraZeneca
AZN
|
+$37.6M |
| 3 |
Expeditors International
EXPD
|
+$21.1M |
| 4 |
Costco
COST
|
+$19.1M |
| 5 |
Waste Management
WM
|
+$15.2M |
Sector Composition
| 1 | Financials | 25.6% |
| 2 | Technology | 16.43% |
| 3 | Healthcare | 9.61% |
| 4 | Industrials | 6.88% |
| 5 | Consumer Discretionary | 6.49% |
