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
$906M
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$195M
2 +$28.4M

Sector Composition

1 Consumer Discretionary 62.49%
2 Financials 28.75%
3 Communication Services 6.56%
4 Technology 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$261M 28.75%
6,854,000
-746,000
2
$211M 23.24%
700,000
3
$201M 22.24%
7,120,000
-6,880,000
4
$154M 17.01%
527,424
5
$59.4M 6.56%
5,500,000
6
$19.3M 2.13%
5,913,199
7
$667K 0.07%
1,242,313