CBCM

Charter Bridge Capital Management Portfolio holdings

AUM $144M
1-Year Est. Return 12.35%
This Quarter Est. Return
1 Year Est. Return
+12.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.5M
3
+$15M
4
HRI icon
Herc Holdings
HRI
+$13.3M
5
HOG icon
Harley-Davidson
HOG
+$11.5M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 32.7%
2 Communication Services 23.68%
3 Industrials 22.54%
4 Consumer Staples 9.67%
5 Technology 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 0.98%
+39,000
27
– –
0
28
– –
0
1
2