CK
Cohen Klingenstein Portfolio holdings
AUM $2.76B
AUM
$2.76B
AUM Growth
-$163M (-6%)
Cap. Flow
-$15.3M
Cap. Flow % of AUM
-0.55%
Top 10 Holdings %Top 10 Hldgs %
60.39%
Holding
208
New
1
Increased
6
Reduced
28
Closed
–
Top Buys
1 | $927K | |
2 | $203K | |
3 | $61K | |
4 | $18.3K | |
5 | $7.42K |
Top Sells
1 | $6.61M | |
2 | $1.85M | |
3 | $976K | |
4 | $831K | |
5 | $750K |
Sector Composition
1 | Technology | 13.79% |
2 | Financials | 8.84% |
3 | Healthcare | 8.26% |
4 | Communication Services | 7.86% |
5 | Consumer Discretionary | 6.18% |