CM

Capital Management Portfolio holdings

AUM $587M
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$563M
AUM Growth
+$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$9.22M
2 +$6.28M
3 +$5.07M
4
ALTM
Arcadium Lithium plc
ALTM
+$4.96M
5
CRD.A icon
Crawford & Co Class A
CRD.A
+$2.67M

Top Sells

1 +$10.2M
2 +$4.38M
3 +$3.17M
4
LOW icon
Lowe's Companies
LOW
+$2.99M
5
TAP icon
Molson Coors Class B
TAP
+$2.5M

Sector Composition

1 Communication Services 18.74%
2 Financials 17.54%
3 Industrials 16.11%
4 Energy 10.66%
5 Technology 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$215K 0.04%
+1,086
77
$212K 0.04%
+2,200
78
$211K 0.04%
+3,437
79
$211K 0.04%
+850
80
-1,550