CMG

Cavalry Management Group Portfolio holdings

AUM $22.3M
1-Year Est. Return 65.95%
This Quarter Est. Return
1 Year Est. Return
+65.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$862M
AUM Growth
-$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$90M
2 +$57.1M
3 +$26.3M
4
AMAT icon
Applied Materials
AMAT
+$26M
5
AMT icon
American Tower
AMT
+$24.3M

Top Sells

1 +$66.3M
2 +$36.6M
3 +$34.1M
4
JD icon
JD.com
JD
+$31.1M
5
MCHP icon
Microchip Technology
MCHP
+$30.6M

Sector Composition

1 Technology 74.55%
2 Consumer Discretionary 17.19%
3 Communication Services 4.44%
4 Real Estate 3.76%
5 Utilities 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$7.23M 0.82%
275,267
-32,947
27
$6.15M 0.7%
82,516
-131,784
28
$2.82M 0.32%
151,074
-249,292
29
$820K 0.09%
9,416
-351,018
30
$769K 0.09%
4,375
-207,983
31
$361K 0.04%
1,285
+161
32
$336K 0.04%
10,930
+1,480
33
$303K 0.03%
+3,586
34
$123K 0.01%
+11,283
35
-15,990
36
-8,469
37
-1,549
38
-99,307
39
-743
40
0
41
0
42
-198,020
43
-429,844
44
0
45
-3,875
46
-29,430
47
-2,356
48
-830,100
49
-81,274
50
-86,900