CCM

Carmel Capital Management Portfolio holdings

AUM $297M
1-Year Est. Return 37%
This Quarter Est. Return
1 Year Est. Return
+37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
+$9.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$1.9M
2 +$211K

Top Sells

1 +$455K
2 +$417K
3 +$404K
4
AMAT icon
Applied Materials
AMAT
+$248K
5
NXPI icon
NXP Semiconductors
NXPI
+$239K

Sector Composition

1 Technology 43.93%
2 Financials 16.21%
3 Utilities 11.83%
4 Industrials 8.39%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.09M 0.41%
2,539
27
$244K 0.09%
1,005
28
$211K 0.08%
+8,188
29
-46,100