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CFM

Coronation Fund Managers Portfolio holdings

AUM $2.62B
1-Year Est. Return 17.1%
This Fund
S&P 500
This Quarter Est. Return
+4.63%
1 Year Est. Return
-17.1%
3 Year Est. Return
+47.53%
5 Year Est. Return
+32.85%
10 Year Est. Return
+183.59%
AUM
$1.84B
AUM Growth
+$141M
Cap. Flow
+$111M
Cap. Flow %
6.05%
Top 10 Hldgs %
57.29%
Holding
59
New
9
Increased
19
Reduced
20
Closed
8

Top Buys

Rank Stock Value
1
NU icon
Nu Holdings
NU
+$77.1M
2
AMAT icon
Applied Materials
AMAT
+$57.2M
3
AU icon
AngloGold Ashanti
AU
+$52.3M
4
XYZ
Block Inc
XYZ
+$35.7M
5
SKX
Skechers
SKX
+$35.2M

Top Sells

Rank Stock Value
1
TPR icon
Tapestry
TPR
+$35.7M
2
IBN icon
ICICI Bank
IBN
+$27.1M
3
SPOT icon
Spotify
SPOT
+$22.3M
4
LPLA icon
LPL Financial
LPLA
+$22.2M
5
META icon
Meta Platforms (Facebook)
META
+$20.1M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 36.39%
2 Technology 19.62%
3 Financials 16.98%
4 Communication Services 13.56%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$4.11T
$19.9M 1.08%
128,887
-94,615
-42% -$17.2M
STNE icon
27
StoneCo
STNE
$2.65B
$19.2M 1.04%
1,828,714
+35,217
+2% +$332K
GPN icon
28
Global Payments
GPN
$24.1B
$18.8M 1.02%
191,768
-115,668
-38% -$12.1M
DIS icon
29
Walt Disney
DIS
$171B
$18.7M 1.02%
189,762
+1,977
+1% +$212K
MNDY icon
30
monday.com
MNDY
$3.81B
$16.5M 0.9%
+67,884
New +$17.9M
Z icon
31
Zillow
Z
$7.77B
$15.4M 0.84%
225,227
+1,224
+0.5% +$93.5K
HDB icon
32
HDFC Bank
HDB
$123B
$14.8M 0.8%
445,232
+2,974
+0.7% +$90.7K
TPR icon
33
Tapestry
TPR
$30.3B
$14.2M 0.77%
201,593
-471,640
-70% -$35.7M
DT icon
34
Dynatrace
DT
$12.7B
$14M 0.76%
297,908
+6,281
+2% +$344K
CP icon
35
Canadian Pacific Kansas City
CP
$81B
$13.5M 0.73%
192,620
+5,155
+3% +$392K
FMX icon
36
Fomento Económico Mexicano
FMX
$41.2B
$11.5M 0.62%
117,750
-97,676
-45% -$8.84M
V icon
37
Visa
V
$703B
$8.73M 0.47%
24,924
-10,082
-29% -$3.41M
EQR icon
38
Equity Residential
EQR
$25.8B
$7.83M 0.43%
109,376
– –
CPT icon
39
Camden Property Trust
CPT
$11.5B
$7.82M 0.42%
63,907
– –
KMI icon
40
Kinder Morgan
KMI
$70.9B
$6.68M 0.36%
234,297
-297,061
-56% -$8.22M
PGR icon
41
Progressive
PGR
$128B
$4.14M 0.22%
+14,613
New +$3.82M
NKE icon
42
Nike
NKE
$64.2B
$3.52M 0.19%
55,387
– –
FCNCA icon
43
First Citizens BancShares
FCNCA
$24.8B
$3.1M 0.17%
1,673
-59
-3% -$120K
CNI icon
44
Canadian National Railway
CNI
$78.5B
$2.61M 0.14%
26,773
-155,449
-85% -$15.7M
MA icon
45
Mastercard
MA
$497B
$2.37M 0.13%
4,315
-1,473
-25% -$802K
CRH icon
46
CRH
CRH
$66.6B
$1.65M 0.09%
+18,705
New +$1.84M
NVDA icon
47
NVIDIA
NVDA
$4.61T
$740K 0.04%
+6,831
New +$866K
TSM icon
48
TSMC
TSM
$1.94T
$703K 0.04%
4,234
-20,515
-83% -$3.99M
NLOP
49
Net Lease Office Properties
NLOP
$174M
$477K 0.03%
+15,192
New +$477K
CME icon
50
CME Group
CME
$95.5B
$358K 0.02%
1,350
+188
+16% +$46.4K
1
2
3

Similar funds

PCMI
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WCA
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MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
WWM
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SI
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ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
LOAMS
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Coronation Fund Managers's Q1 2025 Portfolio in Review

As of Q1 2025, Coronation Fund Managers held 59 positions worth $1.84B, up 8.3% from $1.7B the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Coronation Fund Managers deployed $111M of net new capital in Q1 2025, opening 9 new positions and adding to 19 existing holdings. Its largest new stake was Applied Materials: 340,276 shares worth $49.4M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 36% of assets, down from 38% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Tapestry, an estimated $35.7M trimmed.

  • Coronation Fund Managers's largest Q1 2025 buy was Applied Materials: 340,276 shares worth $49.4M.
  • Coronation Fund Managers added most to Nu Holdings in Q1 2025, an estimated $77.1M increase.
  • Coronation Fund Managers's biggest Q1 2025 reduction was Tapestry, cutting an estimated $35.7M.
  • Coronation Fund Managers fully exited ICICI Bank in Q1 2025, selling an estimated $27.1M.
  • Coronation Fund Managers's ten largest holdings make up 57% of its $1.84B portfolio in Q1 2025.
  • Coronation Fund Managers opened 9 new positions and closed 8 in Q1 2025.
  • Coronation Fund Managers's portfolio value rose 8.3% quarter-over-quarter to $1.84B.

Based on Coronation Fund Managers's 13F filing for Q1 2025, filed 12 May 2025.