CA

Cortland Advisers Portfolio holdings

AUM $2.18B
1-Year Est. Return 8.82%
This Quarter Est. Return
1 Year Est. Return
+8.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.66B
AUM Growth
-$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$36.9M
2 +$11.5K

Top Sells

1 +$79.5M
2 +$65.3M
3 +$45.4M
4
JPM icon
JPMorgan Chase
JPM
+$39.5M
5
L icon
Loews
L
+$14.7M

Sector Composition

1 Financials 52.03%
2 Energy 42.28%
3 Communication Services 3.06%
4 Real Estate 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$51M 1.09%
436,239
-66,780
27
$48.5M 1.04%
1,000,000
28
$39.1M 0.84%
400,000
29
-8,846