CHAM

Clear Harbor Asset Management Portfolio holdings

AUM $1.46B
1-Year Est. Return 25.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1 +$8.47M
2 +$2.52M
3 +$2.42M
4
MSFT icon
Microsoft
MSFT
+$2.04M
5
AAPL icon
Apple
AAPL
+$1.78M

Top Sells

1 +$5.52M
2 +$3.59M
3 +$2.16M
4
ROP icon
Roper Technologies
ROP
+$1.59M
5
JPM icon
JPMorgan Chase
JPM
+$1.51M

Sector Composition

1 Technology 31.14%
2 Financials 14.06%
3 Industrials 12.64%
4 Healthcare 8.9%
5 Communication Services 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-10,000