CBA
Coastal Bridge Advisors Portfolio holdings
AUM
$1.2B
1-Year Return
19.18%
This Quarter Return
-22.23%
1 Year Return
+19.18%
3 Year Return
+168.17%
5 Year Return
+179.74%
10 Year Return
–
AUM
$253M
AUM Growth
-$9.05M
(-3.5%)
Cap. Flow
+$49.1M
Cap. Flow
% of AUM
19.4%
Top 10 Holdings %
Top 10 Hldgs %
64.56%
Holding
143
New
9
Increased
40
Reduced
26
Closed
15
Top Buys
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$560K |
| 2 |
PARA
Paramount Global Class B
PARA
|
$524K |
| 3 |
FedEx
FDX
|
$400K |
| 4 |
GE Aerospace
GE
|
$370K |
| 5 |
Fresenius Medical Care
FMS
|
$245K |
Sector Composition
| 1 | Communication Services | 27.31% |
| 2 | Industrials | 14.53% |
| 3 | Financials | 7.05% |
| 4 | Technology | 4.8% |
| 5 | Healthcare | 4.23% |
