CF

Copperwynd Financial Portfolio holdings

AUM $401M
1-Year Est. Return 20.7%
This Quarter Est. Return
1 Year Est. Return
+20.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$362M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Sells

1 +$10.1M
2 +$2.47M
3 +$1.41M
4
CRM icon
Salesforce
CRM
+$996K
5
NKE icon
Nike
NKE
+$988K

Sector Composition

1 Technology 12.46%
2 Financials 10.39%
3 Consumer Discretionary 5.77%
4 Healthcare 4.92%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,721