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
$776M
AUM Growth
-$97.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$83.1M
2 +$80.8M
3 +$71.5M
4
EQH icon
Equitable Holdings
EQH
+$47.2M

Sector Composition

1 Consumer Discretionary 58.64%
2 Financials 30.4%
3 Communication Services 8.93%
4 Technology 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$240M 30.88%
568,424
2
$236M 30.4%
5,000,000
-1,000,000
3
$179M 23.04%
500,000
-200,000
4
$69.3M 8.93%
2,500,000
-3,000,000
5
$36.6M 4.72%
2,807,761
-6,192,239
6
$15.8M 2.04%
5,913,199