CCM

Coe Capital Management Portfolio holdings

AUM $106M
1-Year Est. Return 53.24%
This Quarter Est. Return
1 Year Est. Return
+53.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
-$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.95M
3
+$5.8M
4
KFY icon
Korn Ferry
KFY
+$4.93M
5
KNL
Knoll, Inc.
KNL
+$4.55M

Top Sells

1
+$9.19M
2
+$7.69M
3
+$4.6M
4
ADTN icon
Adtran
ADTN
+$4.54M
5
XPO icon
XPO
XPO
+$4.48M

Sector Composition

1 Technology 25.18%
2 Industrials 16.2%
3 Consumer Discretionary 13.07%
4 Materials 5.38%
5 Healthcare 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
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