CCM

Conatus Capital Management Portfolio holdings

AUM $92.3M
1-Year Est. Return 45.05%
This Quarter Est. Return
1 Year Est. Return
+45.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$120M
2 +$99.2M
3 +$63.1M
4
AET
Aetna Inc
AET
+$62.5M
5
UHS icon
Universal Health Services
UHS
+$54.2M

Top Sells

1 +$114M
2 +$110M
3 +$71M
4
APD icon
Air Products & Chemicals
APD
+$70.5M
5
CP icon
Canadian Pacific Kansas City
CP
+$69M

Sector Composition

1 Financials 26.94%
2 Healthcare 21.12%
3 Consumer Discretionary 19.89%
4 Consumer Staples 12.73%
5 Materials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0
27
-1,139,181