CCM
Coe Capital Management Portfolio holdings
AUM
$106M
1-Year Return
53.24%
This Quarter Return
+4.78%
1 Year Return
+53.24%
3 Year Return
+84.37%
5 Year Return
+187%
10 Year Return
–
AUM
$251M
AUM Growth
-$19M
(-7%)
Cap. Flow
-$31.7M
Cap. Flow
% of AUM
-12.63%
Top 10 Holdings %
Top 10 Hldgs %
23.4%
Holding
276
New
77
Increased
35
Reduced
79
Closed
65
Top Buys
| 1 |
ABMD
Abiomed Inc
ABMD
|
$7.05M |
| 2 |
Forward Air
FWRD
|
$5.83M |
| 3 |
RENT
RENTRAK CORP
RENT
|
$5.53M |
| 4 |
MarineMax
HZO
|
$4.93M |
| 5 |
Brookdale Senior Living
BKD
|
$3.64M |
Top Sells
| 1 |
MLNX
Mellanox Technologies, Ltd.
MLNX
|
$5.74M |
| 2 |
Skyworks Solutions
SWKS
|
$5.6M |
| 3 |
OSI Systems
OSIS
|
$4.82M |
| 4 |
RingCentral
RNG
|
$4.7M |
| 5 |
Steven Madden
SHOO
|
$4.67M |
Sector Composition
| 1 | Technology | 19.19% |
| 2 | Industrials | 17.93% |
| 3 | Consumer Discretionary | 15.15% |
| 4 | Healthcare | 10.87% |
| 5 | Financials | 5.38% |
