CSM

Central Square Management Portfolio holdings

AUM $43.2M
1-Year Est. Return 20.19%
This Quarter Est. Return
1 Year Est. Return
+20.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.3M
AUM Growth
+$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.92M
3
+$2.37M
4
WFC icon
Wells Fargo
WFC
+$1.79M
5
TERP
TerraForm Power, Inc
TERP
+$1.67M

Top Sells

1
+$4.86M
2
+$2.99M
3
+$2.55M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.92M
5
FSM icon
Fortuna Silver Mines
FSM
+$1.29M

Sector Composition

1 Real Estate 26.87%
2 Materials 13.8%
3 Technology 13.1%
4 Consumer Discretionary 9.78%
5 Financials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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