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
$107M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$29.4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 72.61%
2 Technology 27.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CNMD icon
1
CONMED
CNMD
$1.36B
$77.9M 72.61%
1,630,800
ITRI icon
2
Itron
ITRI
$4.82B
$29.4M 27.39%
+920,309