CM
CM Management Portfolio holdings
AUM
$110M
This Quarter Return
+2.85%
1 Year Return
+9.76%
3 Year Return
+99.54%
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(+2.8%)
Cap. Flow
+$1.98M
Cap. Flow
% of AUM
1.43%
Top 10 Holdings %
Top 10 Hldgs %
35.89%
Holding
98
New
17
Increased
24
Reduced
4
Closed
13
Top Buys
| 1 |
Coterra Energy
CTRA
|
$2.09M |
| 2 |
Atea Pharmaceuticals
AVIR
|
$1.93M |
| 3 |
BP
BP
|
$1.59M |
| 4 |
Intel
INTC
|
$1.4M |
| 5 |
Citigroup
C
|
$1.13M |
Top Sells
| 1 |
inTEST
INTT
|
$3.66M |
| 2 |
Merck
MRK
|
$1.85M |
| 3 |
Exelixis
EXEL
|
$1.81M |
| 4 |
SWN
Southwestern Energy Company
SWN
|
$1.63M |
| 5 |
Energy Transfer Partners
ET
|
$1.54M |
Sector Composition
| 1 | Healthcare | 36.58% |
| 2 | Financials | 14.24% |
| 3 | Technology | 13.07% |
| 4 | Energy | 11.74% |
| 5 | Materials | 7.65% |
