CBA
Coastal Bridge Advisors Portfolio holdings
AUM
$1.2B
This Quarter Return
-0.64%
1 Year Return
+19.18%
3 Year Return
+168.17%
5 Year Return
+179.74%
10 Year Return
–
AUM
$480M
AUM Growth
+$480M
(+11%)
Cap. Flow
+$50.3M
Cap. Flow
% of AUM
10.46%
Top 10 Holdings %
Top 10 Hldgs %
50.95%
Holding
213
New
68
Increased
82
Reduced
22
Closed
4
Top Buys
| 1 |
LegalZoom.com
LZ
|
$46.6M |
| 2 |
Target Hospitality
TH
|
$9.61M |
| 3 |
NSL
NUVEEN SENIOR INCM FD
NSL
|
$6.17M |
| 4 |
Palo Alto Networks
PANW
|
$4.08M |
| 5 |
Upstart Holdings
UPST
|
$3.87M |
Top Sells
Sector Composition
| 1 | Communication Services | 16.8% |
| 2 | Industrials | 15.25% |
| 3 | Financials | 10.13% |
| 4 | Technology | 9.75% |
| 5 | Consumer Discretionary | 7.47% |
