CAM
Cortina Asset Management Portfolio holdings
AUM
$1.62B
This Quarter Return
+9.97%
1 Year Return
+15.43%
3 Year Return
+115.34%
5 Year Return
+184.47%
10 Year Return
–
AUM
$2.4B
AUM Growth
+$2.4B
(+3.3%)
Cap. Flow
-$96.5M
Cap. Flow
% of AUM
-4.02%
Top 10 Holdings %
Top 10 Hldgs %
14.01%
Holding
265
New
33
Increased
88
Reduced
110
Closed
32
Top Buys
| 1 |
Dycom Industries
DY
|
$22.6M |
| 2 |
Skechers
SKX
|
$20.2M |
| 3 |
PRA Group
PRAA
|
$17.3M |
| 4 |
CACI
CACI
|
$16.3M |
| 5 |
Webster Financial
WBS
|
$15.2M |
Top Sells
| 1 |
MasTec
MTZ
|
$24M |
| 2 |
JBTM
JBT Marel Corporation
JBTM
|
$16.3M |
| 3 |
CIVI
Civitas Solutions, Inc.
CIVI
|
$15.7M |
| 4 |
Globus Medical
GMED
|
$14.9M |
| 5 |
SiteOne Landscape Supply
SITE
|
$14.5M |
Sector Composition
| 1 | Technology | 22.42% |
| 2 | Industrials | 17.12% |
| 3 | Healthcare | 16.39% |
| 4 | Financials | 14.46% |
| 5 | Consumer Discretionary | 13.01% |
