CIM
Coastal Investment Management Portfolio holdings
AUM
$71.8M
This Quarter Return
+2.1%
1 Year Return
+79.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$57.4M
AUM Growth
+$57.4M
(+6.1%)
Cap. Flow
+$1.7M
Cap. Flow
% of AUM
2.96%
Top 10 Holdings %
Top 10 Hldgs %
90.66%
Holding
28
New
8
Increased
1
Reduced
3
Closed
10
Top Buys
| 1 |
Microsoft
MSFT
|
$14.5M |
| 2 |
ME
23andMe Holding Co. Class A Common Stock
ME
|
$8.14M |
| 3 |
Salesforce
CRM
|
$4.45M |
| 4 |
T-Mobile US
TMUS
|
$1.93M |
| 5 |
Open Text
OTEX
|
$1.19M |
Top Sells
| 1 |
Cerence
CRNC
|
$10.4M |
| 2 |
DXC Technology
DXC
|
$6.52M |
| 3 |
Okta
OKTA
|
$3.81M |
| 4 |
Bread Financial
BFH
|
$2.61M |
| 5 |
Centene
CNC
|
$2.11M |
Sector Composition
| 1 | Technology | 57.22% |
| 2 | Healthcare | 23.44% |
| 3 | Communication Services | 15.3% |
| 4 | Energy | 1.36% |
| 5 | Consumer Discretionary | 1.1% |