CSM

Central Square Management Portfolio holdings

AUM $43.2M
1-Year Est. Return 27.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.7M
AUM Growth
+$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$9.61M
2
+$5.62M
3
+$4.87M
4
KO icon
Coca-Cola
KO
+$4.15M
5
WPM icon
Wheaton Precious Metals
WPM
+$3.51M

Top Sells

1
+$10.9M
2
+$5.72M
3
+$3.74M
4
CCJ icon
Cameco
CCJ
+$3.26M
5
BAC icon
Bank of America
BAC
+$1.74M

Sector Composition

1 Real Estate 19.64%
2 Materials 14.78%
3 Financials 12.77%
4 Consumer Staples 11.77%
5 Consumer Discretionary 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
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