CCM
Coe Capital Management Portfolio holdings
AUM
$106M
1-Year Return
53.24%
This Quarter Return
+2.46%
1 Year Return
+53.24%
3 Year Return
+84.37%
5 Year Return
+187%
10 Year Return
–
AUM
$312M
AUM Growth
+$61.1M
(+24%)
Cap. Flow
+$61.9M
Cap. Flow
% of AUM
19.84%
Top 10 Holdings %
Top 10 Hldgs %
21.9%
Holding
294
New
83
Increased
80
Reduced
47
Closed
63
Top Buys
| 1 |
USG
Usg
USG
|
$6.55M |
| 2 |
MasTec
MTZ
|
$5.52M |
| 3 |
Saia
SAIA
|
$5.47M |
| 4 |
BECN
Beacon Roofing Supply, Inc.
BECN
|
$4.73M |
| 5 |
Builders FirstSource
BLDR
|
$4.22M |
Top Sells
| 1 |
ABMD
Abiomed Inc
ABMD
|
$6.28M |
| 2 |
RENT
RENTRAK CORP
RENT
|
$5.53M |
| 3 |
Booz Allen Hamilton
BAH
|
$5.05M |
| 4 |
MINI
Mobile Mini Inc
MINI
|
$3.63M |
| 5 |
Foot Locker
FL
|
$2.9M |
Sector Composition
| 1 | Industrials | 25.04% |
| 2 | Technology | 19.89% |
| 3 | Consumer Discretionary | 10.35% |
| 4 | Healthcare | 9.91% |
| 5 | Materials | 7.41% |
