CBOR
Community Bank of Raymore Portfolio holdings
AUM
$135M
This Quarter Return
+9.8%
1 Year Return
+21.81%
3 Year Return
+51.28%
5 Year Return
+117.31%
10 Year Return
+153.61%
AUM
$244M
AUM Growth
+$244M
(+8.5%)
Cap. Flow
+$1.33M
Cap. Flow
% of AUM
0.55%
Top 10 Holdings %
Top 10 Hldgs %
69.08%
Holding
51
New
2
Increased
3
Reduced
14
Closed
–
Top Buys
| 1 |
AT&T
T
|
$2.54M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
$222K |
| 3 |
CORR
CorEnergy Infrastructure Trust, Inc.
CORR
|
$202K |
| 4 |
JPMorgan Chase
JPM
|
$24.6K |
| 5 |
Caterpillar
CAT
|
$22.3K |
Top Sells
| 1 |
Norfolk Southern
NSC
|
$443K |
| 2 |
CSX Corp
CSX
|
$269K |
| 3 |
Union Pacific
UNP
|
$234K |
| 4 |
The Greenbrier Companies
GBX
|
$177K |
| 5 |
Exxon Mobil
XOM
|
$147K |
Sector Composition
| 1 | Industrials | 34.23% |
| 2 | Real Estate | 29.76% |
| 3 | Financials | 10.98% |
| 4 | Utilities | 7.14% |
| 5 | Energy | 5.81% |