CRM

Cardano Risk Management Portfolio holdings

AUM $9.41B
1-Year Est. Return 36.7%
This Quarter Est. Return
1 Year Est. Return
+36.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.09B
AUM Growth
+$1.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$179M
2
+$160M
3
+$157M
4
AAPL icon
Apple
AAPL
+$153M
5
COST icon
Costco
COST
+$115M

Top Sells

No sells this quarter

Sector Composition

1 Technology 53.26%
2 Consumer Discretionary 11.68%
3 Communication Services 10.39%
4 Healthcare 8.25%
5 Financials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$933M 18.32%
2,087,444
+350,951
2
$838M 16.45%
6,782,722
+1,294,462
3
$762M 14.97%
3,619,248
+724,921
4
$453M 8.89%
2,343,222
+459,571
5
$272M 5.35%
1,495,359
+294,018
6
$257M 5.04%
1,398,498
+319,134
7
$193M 3.8%
213,690
+36,710
8
$179M 3.52%
+1,115,190
9
$165M 3.24%
1,000,602
+193,560
10
$158M 3.11%
4,497,053
+1,002,025
11
$156M 3.06%
770,221
+149,605
12
$142M 2.79%
717,326
+158,651
13
$132M 2.58%
501,364
+113,859
14
$126M 2.47%
247,174
+46,579
15
$115M 2.25%
+134,890
16
$111M 2.18%
+252,116
17
$101M 1.98%
+813,842