CCA

Cobblestone Capital Advisors Portfolio holdings

AUM $1.95B
1-Year Est. Return 15.86%
This Quarter Est. Return
1 Year Est. Return
+15.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$489M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$6.09M
3 +$5.72M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$4.13M
5
MRK icon
Merck
MRK
+$3.63M

Top Sells

1 +$5.66M
2 +$3.92M
3 +$3.58M
4
CVX icon
Chevron
CVX
+$2.91M
5
UNH icon
UnitedHealth
UNH
+$2.83M

Sector Composition

1 Industrials 9.12%
2 Healthcare 9.07%
3 Financials 8.56%
4 Technology 8.13%
5 Energy 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-6,400