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
$146M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$748K
3
+$593K
4
META icon
Meta Platforms (Facebook)
META
+$589K
5
XYZ
Block Inc
XYZ
+$494K

Top Sells

1
+$808K
2
+$705K
3
+$704K
4
IRTC icon
iRhythm Technologies
IRTC
+$632K
5
PLUG icon
Plug Power
PLUG
+$556K

Sector Composition

1 Technology 32.76%
2 Consumer Discretionary 26.54%
3 Communication Services 17.33%
4 Financials 9.58%
5 Healthcare 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-86
77
– –
-6,425
78
– –
-4,550
79
– –
-10,750
80
– –
-8,050
81
– –
-1,173
1 2 3
4