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
$874M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$26.4M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 64.85%
2 Financials 28.87%
3 Communication Services 5.04%
4 Technology 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$252M 28.87%
6,000,000
2
$222M 25.45%
700,000
3
$218M 24.92%
568,424
4
$126M 14.47%
9,000,000
+1,880,000
5
$44M 5.04%
5,500,000
6
$10.9M 1.25%
5,913,199