CMI

Cider Mill Investments Portfolio holdings

AUM $72.2M
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$6.55M
2 +$5.6M
3 +$5.49M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.36M
5
CMCSA icon
Comcast
CMCSA
+$5.15M

Top Sells

1 +$14M
2 +$7.36M
3 +$5.7M
4
ICE icon
Intercontinental Exchange
ICE
+$5.39M
5
NWL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-252,056