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
$135M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$5.57M
2 +$2.28M
3 +$1.81M
4
EXEL icon
Exelixis
EXEL
+$1.81M
5
MRK icon
Merck
MRK
+$1.47M

Top Sells

1 +$7.86M
2 +$3.95M
3 +$3.34M
4
INTC icon
Intel
INTC
+$2.49M
5
GILD icon
Gilead Sciences
GILD
+$1.75M

Sector Composition

1 Healthcare 40.52%
2 Financials 13.92%
3 Technology 12.04%
4 Energy 10.02%
5 Materials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,000