CCG

Cloverfields Capital Group Portfolio holdings

AUM $337M
1-Year Est. Return 28.98%
This Quarter Est. Return
1 Year Est. Return
+28.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
-$568K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$4.51M
2 +$3.93M
3 +$3.36M
4
UBER icon
Uber
UBER
+$2.28M
5
PM icon
Philip Morris
PM
+$1.52M

Top Sells

1 +$4.03M
2 +$3.62M
3 +$3.17M
4
HUBS icon
HubSpot
HUBS
+$2.27M
5
SLB icon
SLB Limited
SLB
+$1.96M

Sector Composition

1 Technology 21.6%
2 Financials 18.96%
3 Industrials 12.08%
4 Energy 11.17%
5 Consumer Discretionary 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-35,773
102
-18,429