CCM

Compton Capital Management Portfolio holdings

AUM $4.32M
1-Year Est. Return 27.38%
This Quarter Est. Return
1 Year Est. Return
+27.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$998K
2 +$661K
3 +$437K
4
CRM icon
Salesforce
CRM
+$436K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$306K

Top Sells

1 +$619K
2 +$545K
3 +$530K
4
PGX icon
Invesco Preferred ETF
PGX
+$416K
5
UN
Unilever NV New York Registry Shares
UN
+$386K

Sector Composition

1 Healthcare 17.83%
2 Technology 17.12%
3 Financials 14.83%
4 Industrials 12.94%
5 Communication Services 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-7,725
152
-9,410