CBA

Coastal Bridge Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 19.18%
This Quarter Est. Return
1 Year Est. Return
+19.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Sells

1 +$1.72M
2 +$1.12M
3 +$1.11M
4
AMZN icon
Amazon
AMZN
+$824K
5
ALLO icon
Allogene Therapeutics
ALLO
+$794K

Sector Composition

1 Communication Services 24.14%
2 Industrials 14.66%
3 Financials 6.73%
4 Technology 4.38%
5 Healthcare 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$253K 0.09%
7,345
102
$249K 0.09%
+60,060
103
$249K 0.09%
3,729
104
$245K 0.09%
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105
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106
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107
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108
$220K 0.08%
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109
$218K 0.08%
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110
$217K 0.08%
+4,046
111
$212K 0.07%
+1,167
112
$212K 0.07%
+4,095
113
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114
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+2,241
115
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450
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116
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117
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118
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25,109
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121
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13,736
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122
$191K 0.07%
16,052
123
$189K 0.07%
18,195
124
$159K 0.06%
13,000
125
$135K 0.05%
10,650