CCM
Coe Capital Management Portfolio holdings
AUM
$106M
1-Year Return
53.24%
This Quarter Return
+15.19%
1 Year Return
+53.24%
3 Year Return
+84.37%
5 Year Return
+187%
10 Year Return
–
AUM
$150M
AUM Growth
-$111M
(-43%)
Cap. Flow
-$117M
Cap. Flow
% of AUM
-77.99%
Top 10 Holdings %
Top 10 Hldgs %
36.54%
Holding
262
New
41
Increased
31
Reduced
29
Closed
154
Top Buys
| 1 |
Brunswick
BC
|
$6.57M |
| 2 |
Winnebago Industries
WGO
|
$6.16M |
| 3 |
Clean Harbors
CLH
|
$5.53M |
| 4 |
A.O. Smith
AOS
|
$5.45M |
| 5 |
Huron Consulting
HURN
|
$5.11M |
Top Sells
| 1 |
IPG Photonics
IPGP
|
$7.3M |
| 2 |
Lennar Class A
LEN
|
$6.53M |
| 3 |
Light & Wonder
LNW
|
$6.02M |
| 4 |
Hanesbrands
HBI
|
$5.83M |
| 5 |
IDTI
Integrated Device Technology I
IDTI
|
$5.47M |
Sector Composition
| 1 | Industrials | 26.76% |
| 2 | Consumer Discretionary | 22.73% |
| 3 | Technology | 16.6% |
| 4 | Materials | 6.96% |
| 5 | Healthcare | 5.29% |