CCM

Catawba Capital Management Portfolio holdings

AUM $425M
1-Year Est. Return 13.02%
This Quarter Est. Return
1 Year Est. Return
+13.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$458M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1 +$5.53M
2 +$891K
3 +$696K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$571K
5
PNR icon
Pentair
PNR
+$519K

Top Sells

1 +$767K
2 +$560K
3 +$523K
4
ISIL
Intersil Corp
ISIL
+$393K
5
AAPL icon
Apple
AAPL
+$373K

Sector Composition

1 Healthcare 16.79%
2 Technology 14.75%
3 Industrials 14.51%
4 Energy 8.74%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-18,675
227
-17,630