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CSP
Cary Street Partners Portfolio holdings
AUM
$4.04B
1-Year Est. Return
18.4%
This Fund
S&P 500
This Quarter
Est. Return
-0.54%
1 Year Est. Return
+18.4%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$4.04B
AUM Growth
-$1.43M
(-0.04%)
Cap. Flow
+$80.4M
Cap. Flow
% of AUM
1.99%
Top 10 Holdings %
Top 10 Hldgs %
19.59%
Holding
1,042
New
69
Increased
411
Reduced
379
Closed
57
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
+$13.8M |
| 2 |
FEGE
First Eagle Global Equity ETF
FEGE
|
+$9.66M |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
+$8.87M |
| 4 |
BWX Technologies
BWXT
|
+$7.65M |
| 5 |
Eaton
ETN
|
+$6.03M |
Top Sells
| 1 |
Capital Group Dividend Growers ETF
CGDG
|
+$9.7M |
| 2 |
Veeva Systems
VEEV
|
+$8.61M |
| 3 |
Corning
GLW
|
+$6.51M |
| 4 |
CYBR
CyberArk
CYBR
|
+$3.85M |
| 5 |
PayPal
PYPL
|
+$3.85M |
Sector Composition
| 1 | Technology | 11.64% |
| 2 | Financials | 7.34% |
| 3 | Industrials | 6.69% |
| 4 | Healthcare | 5.22% |
| 5 | Communication Services | 3.74% |
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