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
$67.8M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Sells

1 +$833K
2 +$573K
3 +$562K
4
CHEF icon
Chefs' Warehouse
CHEF
+$544K
5
KKR icon
KKR & Co
KKR
+$509K

Sector Composition

1 Industrials 23.62%
2 Consumer Staples 12.36%
3 Materials 11.28%
4 Energy 9.8%
5 Technology 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-8,000
127
-115
128
-13,000
129
-32,600
130
-6,905
131
-17,350
132
-50,000
133
-18,400