CM

Cercano Management Portfolio holdings

AUM $3.5B
1-Year Est. Return 21.62%
This Quarter Est. Return
1 Year Est. Return
+21.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.18B
AUM Growth
+$431M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$214M
2 +$106M
3 +$104M
4
LEN icon
Lennar Class A
LEN
+$84.3M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$66M

Top Sells

1 +$77.3M
2 +$55.6M
3 +$50.8M
4
CDNS icon
Cadence Design Systems
CDNS
+$45.1M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$45M

Sector Composition

1 Industrials 22.94%
2 Technology 21.93%
3 Financials 12.26%
4 Healthcare 10.02%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-228,680
177
-69,124
178
-163,086