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
$9.04M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$7.69M
2 +$3.11M
3 +$1.86M

Sector Composition

1 Consumer Discretionary 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$9.04M 100%
144,530
-29,730
2
-81,600
3
-119,800