CHAM

Clear Harbor Asset Management Portfolio holdings

AUM $1.42B
1-Year Est. Return 20.83%
This Quarter Est. Return
1 Year Est. Return
+20.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$509M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1 +$6.48M
2 +$4.28M
3 +$3.17M
4
OCSL icon
Oaktree Specialty Lending
OCSL
+$2.33M
5
AAPL icon
Apple
AAPL
+$2.08M

Top Sells

1 +$3.85M
2 +$3.12M
3 +$2.89M
4
AGNC icon
AGNC Investment
AGNC
+$2.57M
5
AGO icon
Assured Guaranty
AGO
+$2.39M

Sector Composition

1 Technology 25.67%
2 Energy 13.98%
3 Financials 12.38%
4 Industrials 11.57%
5 Utilities 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-10,200