CM

CM Management Portfolio holdings

AUM $119M
1-Year Est. Return 26.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.81M
2 +$1.77M
3 +$1.31M
4
PFE icon
Pfizer
PFE
+$1.05M
5
CGNT icon
Cognyte Software
CGNT
+$984K

Top Sells

1 +$2.65M
2 +$2.48M
3 +$1.61M
4
ARKO icon
ARKO Corp
ARKO
+$1.53M
5
COHU icon
Cohu
COHU
+$1.35M

Sector Composition

1 Healthcare 31.09%
2 Technology 10.92%
3 Materials 10.24%
4 Financials 10.01%
5 Industrials 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,000