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
$3.93B
AUM Growth
-$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$80.4M
2
+$48.8M
3
+$35.4M
4
PGR icon
Progressive
PGR
+$32.2M
5
COOP
Mr. Cooper
COOP
+$30.3M

Top Sells

1
+$110M
2
+$61.1M
3
+$52.1M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$49.5M
5
MCK icon
McKesson
MCK
+$44.5M

Sector Composition

1 Technology 22.01%
2 Industrials 21.5%
3 Financials 14.9%
4 Consumer Discretionary 7.56%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-660,948
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