CMI
Cider Mill Investments Portfolio holdings
AUM
$72.2M
This Quarter Return
+0.83%
1 Year Return
+19.8%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$159M
AUM Growth
+$159M
(+1.6%)
Cap. Flow
+$393K
Cap. Flow
% of AUM
0.25%
Top 10 Holdings %
Top 10 Hldgs %
70.88%
Holding
26
New
4
Increased
9
Reduced
3
Closed
6
Top Buys
| 1 |
WPX
WPX Energy, Inc.
WPX
|
$6.55M |
| 2 |
Meta Platforms (Facebook)
META
|
$5.6M |
| 3 |
Apple
AAPL
|
$5.49M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$5.36M |
| 5 |
Comcast
CMCSA
|
$5.15M |
Top Sells
| 1 |
CPE
Callon Petroleum Company
CPE
|
$14M |
| 2 |
TransUnion
TRU
|
$7.36M |
| 3 |
BMCH
BMC Stock Holdings, Inc
BMCH
|
$5.7M |
| 4 |
Intercontinental Exchange
ICE
|
$5.39M |
| 5 |
Newell Brands
NWL
|
$5.29M |
Sector Composition
| 1 | Financials | 27.84% |
| 2 | Communication Services | 27.53% |
| 3 | Industrials | 19.74% |
| 4 | Energy | 10.95% |
| 5 | Technology | 5.18% |