CCM

Cohen Capital Management Portfolio holdings

AUM $664M
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$571M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Sells

1 +$9.01M
2 +$5.49M
3 +$4.78M
4
PRCH icon
Porch Group
PRCH
+$4.03M
5
BUD
ANHEUSER BUSCH COS INC
BUD
+$3.19M

Sector Composition

1 Healthcare 26.04%
2 Technology 16.56%
3 Consumer Staples 10.68%
4 Industrials 10.13%
5 Financials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,250