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Coastland Capital Portfolio holdings

AUM $429M
1-Year Est. Return 9.08%
This Quarter Est. Return
1 Year Est. Return
+9.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Sells

1 +$30.2M
2 +$29M
3 +$28.6M
4
AIG icon
American International
AIG
+$26.6M
5
MUSA icon
Murphy USA
MUSA
+$23.5M

Sector Composition

1 Technology 13.55%
2 Communication Services 9.2%
3 Energy 8.73%
4 Consumer Staples 7.76%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-947,420
127
-93,596
128
0
129
0