CFM

Coronation Fund Managers Portfolio holdings

AUM $1.84B

AUM

$1.84B

AUM Growth

+$141M (+8%)

Cap. Flow

+$171M

Cap. Flow % of AUM

9.31%

Top 10 Holdings %Top 10 Hldgs %

57.29%

Holding

59

New

9

Increased

19

Reduced

20

Closed

8

Top Buys

1	Nu Holdings NU	$66.8M
2	AngloGold Ashanti AU	$63.2M
3	Applied Materials AMAT	$49.4M
4	Skechers SKX	$30.8M
5	Microsoft MSFT	$29.3M

Top Sells

1	Tapestry TPR	$33.2M
2	Spotify SPOT	$22M
3	LPL Financial LPLA	$20.8M
4	Meta Platforms (Facebook) META	$17.9M
5	Canadian National Railway CNI	$15.2M

Sector Composition

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	Shares Change %	Capital Flow
51	51 Starbucks SBUX $95.9B	$227K	0.01%	2,313 -28,981	-93%	-$2.84M
52	52 Philip Morris PM $277B	$0	0%	0 -120,247	Closed	–
53	53 SPDR S&P 500 ETF Trust SPY $614B	$0	0%	0 -933	Closed	–
54	54 Booking.com BKNG $174B	$0	0%	0 -594	Closed	–
55	55 Salesforce CRM $262B	$0	0%	0 -57,543	Closed	–
56	56 ICICI Bank IBN $123B	$0	0%	0 -908,736	Closed	–
57	57 lululemon athletica LULU $38.9B	$0	0%	0 -4,323	Closed	–
58	LUXE 58 LuxExperience B.V. American Depositary Shares, each representing one Ordinary Share LUXE $1.23B	$0	0%	0 -17,456	Closed	–
59	59 NetEase NTES $75.8B	$0	0%	0 -160,793	Closed	–