CM
CM Management Portfolio holdings
AUM
$110M
1-Year Return
9.76%
This Quarter Return
+4.06%
1 Year Return
+9.76%
3 Year Return
+99.54%
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
-$4.28M
(-3.1%)
Cap. Flow
-$3.83M
Cap. Flow
% of AUM
-2.85%
Top 10 Holdings %
Top 10 Hldgs %
36.56%
Holding
98
New
12
Increased
28
Reduced
7
Closed
7
Top Buys
| 1 |
Kinder Morgan
KMI
|
$1.67M |
| 2 |
Organon & Co
OGN
|
$656K |
| 3 |
Garrett Motion
GTX
|
$590K |
| 4 |
SWN
Southwestern Energy Company
SWN
|
$554K |
| 5 |
Verizon
VZ
|
$540K |
Top Sells
| 1 |
CLDR
Cloudera, Inc.
CLDR
|
$6.74M |
| 2 |
Pfizer
PFE
|
$1.96M |
| 3 |
Cytokinetics
CYTK
|
$1.79M |
| 4 |
SandRidge Energy
SD
|
$1.76M |
| 5 |
Bristol-Myers Squibb
BMY
|
$1.34M |
Sector Composition
| 1 | Healthcare | 38.49% |
| 2 | Financials | 15.34% |
| 3 | Energy | 13.23% |
| 4 | Materials | 7.47% |
| 5 | Technology | 6.98% |
