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
$1.04B
AUM Growth
-$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$57.1M
3
+$56.7M
4
MSFT icon
Microsoft
MSFT
+$45.1M
5
TWTR
Twitter, Inc.
TWTR
+$36.1M

Top Sells

1
+$94.6M
2
+$66.2M
3
+$51.4M
4
DIS icon
Walt Disney
DIS
+$47.6M
5
PANW icon
Palo Alto Networks
PANW
+$47.1M

Sector Composition

1 Technology 75.75%
2 Communication Services 12.98%
3 Consumer Discretionary 11.17%
4 Industrials 0.09%
5 Materials 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$112M 10.36%
+1,744,232
2
$66M 6.12%
279,883
+191,155
3
$62.5M 5.8%
176,851
-29,825
4
$59.1M 5.49%
4,483,643
+2,219,787
5
$57.1M 5.3%
+365,514
6
$56.7M 5.26%
+329,467
7
$52.8M 4.9%
836,058
-455,724
8
$49.6M 4.6%
271,837
+16,687
9
$47.1M 4.37%
533,704
-1,072,711
10
$40.8M 3.79%
180,074
+62,549
11
$40.5M 3.76%
754,302
-876,768
12
$39.9M 3.7%
133,855
-78,119
13
$38.7M 3.59%
209,533
-257,840
14
$36.1M 3.35%
+567,291
15
$30.1M 2.79%
+60,128
16
$29.9M 2.78%
547,243
+194,008
17
$29.7M 2.75%
+319,194
18
$26.5M 2.46%
548,613
+75,557
19
$25.5M 2.37%
+246,700
20
$24.2M 2.25%
+408,192
21
$22.3M 2.07%
+441,303
22
$19.7M 1.83%
148,332
-253,956
23
$19M 1.77%
8,166
-16,371
24
$18.1M 1.68%
55,443
-55,529
25
$16.6M 1.54%
814,152
-444,673
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