CCM
Coe Capital Management Portfolio holdings
AUM
$106M
This Quarter Return
+14.06%
1 Year Return
+53.24%
3 Year Return
+84.37%
5 Year Return
+187%
10 Year Return
–
AUM
$286M
AUM Growth
+$286M
(+91%)
Cap. Flow
+$125M
Cap. Flow
% of AUM
43.53%
Top 10 Holdings %
Top 10 Hldgs %
20.5%
Holding
231
New
123
Increased
34
Reduced
35
Closed
32
Top Buys
| 1 |
Openlane
KAR
|
$7.12M |
| 2 |
CYNO
Cynosure, Inc. Class A
CYNO
|
$6.5M |
| 3 |
Skyworks Solutions
SWKS
|
$5.83M |
| 4 |
Royal Caribbean
RCL
|
$5.37M |
| 5 |
CY
Cypress Semiconductor
CY
|
$5.25M |
Top Sells
| 1 |
Brunswick
BC
|
$6.12M |
| 2 |
Harley-Davidson
HOG
|
$5.65M |
| 3 |
Huron Consulting
HURN
|
$5.49M |
| 4 |
A.O. Smith
AOS
|
$5.45M |
| 5 |
Lennox International
LII
|
$4.2M |
Sector Composition
| 1 | Consumer Discretionary | 18.23% |
| 2 | Technology | 17.21% |
| 3 | Industrials | 17.17% |
| 4 | Energy | 6.83% |
| 5 | Healthcare | 6.74% |