CMANY

Capital Management Associates (New York) Portfolio holdings

AUM $61.3M
1-Year Est. Return 28.66%
This Quarter Est. Return
1 Year Est. Return
+28.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.2M
AUM Growth
+$5.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.61M
2 +$1.32M
3 +$1.27M
4
AAPL icon
Apple
AAPL
+$951K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$901K

Top Sells

1 +$1.36M
2 +$1.16M
3 +$1.13M
4
COST icon
Costco
COST
+$951K
5
MRCY icon
Mercury Systems
MRCY
+$793K

Sector Composition

1 Technology 18.6%
2 Financials 18.49%
3 Consumer Discretionary 15.47%
4 Communication Services 12.64%
5 Industrials 11.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-9,000