CCM

Coppersmith Capital Management Portfolio holdings

AUM $105M
1-Year Est. Return 8.84%
This Quarter Est. Return
1 Year Est. Return
+8.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$2.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 68.33%
2 Technology 31.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CNMD icon
1
CONMED
CNMD
$1.36B
$71.8M 68.33%
1,630,800
ITRI icon
2
Itron
ITRI
$4.82B
$33.3M 31.67%
920,309