CW
Connectus Wealth Portfolio holdings
AUM
$3.66B
1-Year Return
26.47%
This Quarter Return
-3.64%
1 Year Return
+26.47%
3 Year Return
+37.76%
5 Year Return
–
10 Year Return
–
AUM
$4.8B
AUM Growth
+$418M
(+9.5%)
Cap. Flow
-$2.67B
Cap. Flow
% of AUM
-55.59%
Top 10 Holdings %
Top 10 Hldgs %
26.92%
Holding
539
New
120
Increased
161
Reduced
165
Closed
43
Top Buys
Top Sells
| 1 |
CoStar Group
CSGP
|
$338M |
| 2 |
Autodesk
ADSK
|
$237M |
| 3 |
Fair Isaac
FICO
|
$220M |
| 4 |
Take-Two Interactive
TTWO
|
$208M |
| 5 |
Booking.com
BKNG
|
$198M |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Financials | 10.51% |
| 3 | Consumer Discretionary | 9.94% |
| 4 | Healthcare | 8% |
| 5 | Communication Services | 7.53% |
