CPIM

Coalescence Partners Investment Management Portfolio holdings

AUM $382M
1-Year Est. Return 21.37%
This Quarter Est. Return
1 Year Est. Return
+21.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.8M
AUM Growth
-$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$2.55M

Top Sells

1 +$30M
2 +$17.8M
3 +$6.7M
4
JD icon
JD.com
JD
+$2.54M

Sector Composition

1 Consumer Discretionary 60.14%
2 Communication Services 39.86%
3 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$27.4M 38.7%
225,000
-55,000
2
$25.4M 35.87%
200,000
-20,000
3
$16M 22.54%
200,000
+32,000
4
-214,056
5
-330,000