CM

Corvex Management Portfolio holdings

AUM $2.79B
1-Year Est. Return 12.42%
This Quarter Est. Return
1 Year Est. Return
+12.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.36B
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$57.9M
2
+$54M
3
+$24.1M
4
ORCL icon
Oracle
ORCL
+$21.8M
5
SWX icon
Southwest Gas
SWX
+$19.4M

Top Sells

1
+$221M
2
+$91.2M
3
+$73.6M
4
UGI icon
UGI
UGI
+$64.8M
5
TSM icon
TSMC
TSM
+$51.5M

Sector Composition

1 Healthcare 28.37%
2 Utilities 23.68%
3 Consumer Discretionary 17.02%
4 Industrials 12.15%
5 Communication Services 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMBP icon
26
Ardagh Metal Packaging
AMBP
$2.15B
$1.71M 0.07%
398,835
IWM icon
27
iShares Russell 2000 ETF
IWM
$68.2B
$1.08M 0.05%
5,000
-2,500
TSLA icon
28
Tesla
TSLA
$1.34T
$905K 0.04%
2,850
LAB icon
29
Standard BioTools
LAB
$477M
$53.3K ﹤0.01%
44,400
FLYX.WS icon
30
flyExclusive Inc Warrants
FLYX.WS
$5.05M
$20.1K ﹤0.01%
200,832
IBIT icon
31
iShares Bitcoin Trust
IBIT
$72.1B
– –
-196,750
PLTR icon
32
Palantir
PLTR
$415B
– –
0
TSM icon
33
TSMC
TSM
$1.48T
– –
-310,354
UGI icon
34
UGI
UGI
$7.49B
– –
-1,960,815
KOF icon
35
Coca-Cola Femsa
KOF
$18.5B
– –
-998,713
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