CGM

Capital Growth Management Portfolio holdings

AUM $761M
1-Year Est. Return 30.71%
This Quarter Est. Return
1 Year Est. Return
+30.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$993M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$36.9M
2 +$33.2M
3 +$29.7M
4
MT icon
ArcelorMittal
MT
+$26.3M
5
AA icon
Alcoa
AA
+$24.9M

Top Sells

1 +$68.4M
2 +$44.6M
3 +$40M
4
LGIH icon
LGI Homes
LGIH
+$38.9M
5
TMHC icon
Taylor Morrison
TMHC
+$29.8M

Sector Composition

1 Consumer Discretionary 41.01%
2 Materials 24.25%
3 Real Estate 23.7%
4 Financials 4.84%
5 Industrials 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-250,000