CBA
Coastal Bridge Advisors Portfolio holdings
AUM
$1.32B
1-Year Est. Return
26.24%
1 Year Est. Return
+26.24%
AUM
$1.2B
AUM Growth
+$799M
(+197%)
Holding
458
Top Buys
| 1 | +$43.4M | |
| 2 | +$38M | |
| 3 | +$35.8M | |
| 4 |
BGB
Blackstone Strategic Credit 2027 Term Fund
BGB
|
+$35.1M |
| 5 |
Lionsgate Studios
LION
|
+$34.2M |
Top Sells
| 1 | +$4.59M | |
| 2 | +$1.94M | |
| 3 | +$1.37M | |
| 4 |
Novo Nordisk
NVO
|
+$1.34M |
| 5 |
FedEx
FDX
|
+$934K |
Sector Composition
| 1 | Technology | 17.19% |
| 2 | Communication Services | 9.58% |
| 3 | Financials | 9.03% |
| 4 | Industrials | 7.15% |
| 5 | Healthcare | 6.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
Janus Henderson B-BBB CLO ETF
JBBB
$1.5B
| – | – |
-7,289
|
|
||
452
Kopin
KOPN
$467M
| – | – |
-63,876
|
|
||
453
NRG Energy
NRG
$32.1B
| – | – |
-14,365
|
|
||
|
454
Novo Nordisk
NVO
$215B
| – | – |
-19,314
|
|
||
455
iShares S&P 100 ETF
OEF
$27.2B
| – | – |
0
|
|
||
456
RCM Technologies
RCMT
$141M
| – | – |
-10,726
|
|
||
457
Shoals Technologies Group
SHLS
$1.36B
| – | – |
-12,153
|
|
||
458
Soluna Holdings
SLNH
$123M
| – | – |
-15,000
|
|