CM
Cigogne Management Portfolio holdings
AUM
$126M
1 Year Est. Return
–
AUM
$126M
AUM Growth
–
Holding
79
Top Buys
| 1 | +$8.45M | |
| 2 | +$6.97M | |
| 3 | +$6.36M | |
| 4 |
SMAR
Smartsheet Inc.
SMAR
|
+$5.48M |
| 5 |
Frontier Communications
FYBR
|
+$5.11M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 26.55% |
| 2 | Healthcare | 12.89% |
| 3 | Consumer Discretionary | 11.9% |
| 4 | Financials | 11.46% |
| 5 | Communication Services | 10.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Bally's
BALY
$873M
| $12.6K | 0.01% |
+705
|
|
||
52
AutoZone
AZO
$59.5B
| – | – |
0
|
|
||
53
Bank of America
BAC
$393B
| – | – |
0
|
|
||
54
Barclays
BCS
$74.8B
| – | – |
0
|
|
||
55
American Express
AXP
$249B
| – | – |
0
|
|
||
56
Citigroup
C
$182B
| – | – |
0
|
|
||
57
Conagra Brands
CAG
$8.27B
| – | – |
0
|
|
||
58
Caterpillar
CAT
$267B
| – | – |
0
|
|
||
59
Campbell Soup
CPB
$8.9B
| – | – |
0
|
|
||
60
JPMorgan Chase
JPM
$842B
| – | – |
0
|
|
||
61
Lowe's Companies
LOW
$132B
| – | – |
0
|
|
||
62
McDonald's
MCD
$211B
| – | – |
0
|
|
||
63
Morgan Stanley
MS
$260B
| – | – |
0
|
|
||
64
Oracle
ORCL
$735B
| – | – |
0
|
|
||
65
Pfizer
PFE
$140B
| – | – |
0
|
|
||
66
AT&T
T
$174B
| – | – |
0
|
|
||
67
Wells Fargo
WFC
$274B
| – | – |
0
|
|
||
68
Cardinal Health
CAH
$45.2B
| – | – |
0
|
|
||
69
Deutsche Bank
DB
$69.7B
| – | – |
0
|
|
||
70
Deere & Co
DE
$125B
| – | – |
0
|
|
||
71
General Mills
GIS
$24.8B
| – | – |
0
|
|
||
72
Goldman Sachs
GS
$243B
| – | – |
0
|
|
||
73
Home Depot
HD
$377B
| – | – |
0
|
|
||
74
IBM
IBM
$285B
| – | – |
0
|
|
||
75
Johnson Controls International
JCI
$74.1B
| – | – |
0
|
|