CM

Conifer Management Portfolio holdings

AUM $768M
1-Year Est. Return 51.39%
This Quarter Est. Return
1 Year Est. Return
+51.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$8.36M
2 +$3.25M

Top Sells

1 +$16.9M

Sector Composition

1 Consumer Discretionary 69.69%
2 Financials 24.57%
3 Communication Services 3.79%
4 Technology 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$326M 31.7%
14,000,000
2
$253M 24.57%
7,600,000
3
$230M 22.38%
700,000
4
$161M 15.61%
527,424
+27,424
5
$39.1M 3.79%
5,500,000
6
$19.3M 1.88%
5,913,199
+993,351
7
$721K 0.07%
1,242,313
8
-1,000,000