CMP
Coston McIsaac & Partners Portfolio holdings
AUM
$386M
1-Year Return
11.36%
This Quarter Return
-4.43%
1 Year Return
+11.36%
3 Year Return
+30.5%
5 Year Return
–
10 Year Return
–
AUM
$219M
AUM Growth
+$53.6M
(+32%)
Cap. Flow
+$64.2M
Cap. Flow
% of AUM
29.32%
Top 10 Holdings %
Top 10 Hldgs %
32.78%
Holding
794
New
264
Increased
122
Reduced
48
Closed
11
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Staples | 21.32% |
| 2 | Consumer Discretionary | 9.21% |
| 3 | Technology | 8.08% |
| 4 | Utilities | 6.81% |
| 5 | Financials | 4.74% |
