CCM

Conway Capital Management Portfolio holdings

AUM $224M
1-Year Est. Return 28.44%
This Quarter Est. Return
1 Year Est. Return
+28.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.9M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$1.53M
2 +$457K
3 +$356K
4
NFLX icon
Netflix
NFLX
+$342K
5
TJX icon
TJX Companies
TJX
+$336K

Top Sells

1 +$1.9M
2 +$1.03M
3 +$786K
4
COST icon
Costco
COST
+$755K
5
INMD icon
InMode
INMD
+$660K

Sector Composition

1 Technology 31.42%
2 Consumer Discretionary 28.72%
3 Financials 10.33%
4 Communication Services 10.08%
5 Healthcare 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,675
52
-12,500