CAM

Carret Asset Management Portfolio holdings

AUM $936M
1-Year Est. Return 18.74%
This Quarter Est. Return
1 Year Est. Return
+18.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$857M
AUM Growth
+$7.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1 +$797K
2 +$728K
3 +$641K
4
HSY icon
Hershey
HSY
+$551K
5
NVDA icon
NVIDIA
NVDA
+$541K

Top Sells

1 +$1.3M
2 +$918K
3 +$717K
4
DOW icon
Dow Inc
DOW
+$436K
5
MSFT icon
Microsoft
MSFT
+$410K

Sector Composition

1 Technology 24.15%
2 Financials 18.86%
3 Healthcare 10.67%
4 Communication Services 9.9%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-3,275
252
-1,506
253
-3,150