CTA
Chesley Taft & Associates Portfolio holdings
AUM
$2.36B
1-Year Est. Return
20.68%
1 Year Est. Return
+20.68%
AUM
$1.93B
AUM Growth
+$179M
(+10%)
Holding
307
Top Buys
1 | +$19.5M | |
2 | +$13.1M | |
3 | +$1.95M | |
4 |
FRC.PRM
First Republic Bank Depositary Shares, each representing a 1/40th interest in a share of 4.000% Noncumulative Perpetual Series M Preferred Stock
FRC.PRM
|
+$911K |
5 |
Humana
HUM
|
+$888K |
Top Sells
1 | +$7.24M | |
2 | +$3.78M | |
3 | +$2.47M | |
4 |
ATVI
Activision Blizzard
ATVI
|
+$2.28M |
5 |
Expedia Group
EXPE
|
+$2.25M |
Sector Composition
1 | Technology | 20.23% |
2 | Healthcare | 14.91% |
3 | Financials | 10.68% |
4 | Communication Services | 7.86% |
5 | Consumer Staples | 7.43% |