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CPC

Cookson Peirce & Co Portfolio holdings

AUM $2.36B
1-Year Est. Return 68.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+68.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$600M
AUM Growth
+$251K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$13.5M
3
+$12.7M
4
NFLX icon
Netflix
NFLX
+$10.3M
5
PGR icon
Progressive
PGR
+$10.3M

Top Sells

1
+$24.6M
2
+$21.3M
3
+$14.1M
4
SHW icon
Sherwin-Williams
SHW
+$12M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$9.15M

Sector Composition

1 Financials 20.06%
2 Consumer Staples 17.24%
3 Consumer Discretionary 17.14%
4 Technology 13.66%
5 Healthcare 12%
Name Market Value Portfolio Weight Shares or Principal Change
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