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
$725M
AUM Growth
+$723M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$139M
3
+$134M
4
NVDA icon
NVIDIA
NVDA
+$131M
5
TMO icon
Thermo Fisher Scientific
TMO
+$81.7M

Top Sells

1
+$85K
2
+$84.9K

Sector Composition

1 Technology 59.19%
2 Communication Services 19.36%
3 Healthcare 11.28%
4 Consumer Discretionary 9.91%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$158M 21.85%
+4,915
2
$139M 19.24%
+27,870
3
$134M 18.52%
+3,610
4
$131M 18.13%
+5,120
5
$81.7M 11.28%
+2,211
6
$71.6M 9.88%
+1,409
7
$1.01M 0.14%
33,599
-2,822
8
$991K 0.14%
+19,221
9
$977K 0.13%
+6,795
10
$895K 0.12%
+18,896
11
$872K 0.12%
13,639
-1,330
12
$857K 0.12%
+1,764
13
$833K 0.11%
+7,064
14
$735K 0.1%
+5,399
15
$479K 0.07%
+86,957
16
$175K 0.02%
+13,214
17
$82.2K 0.01%
+15,252