CAC
Cowen and Company Portfolio holdings
AUM
$2.9B
1-Year Return
104.28%
This Quarter Return
-2.74%
1 Year Return
+104.28%
3 Year Return
+119.87%
5 Year Return
+632.2%
10 Year Return
–
AUM
$368M
AUM Growth
–
Cap. Flow
+$367M
Cap. Flow
% of AUM
99.69%
Top 10 Holdings %
Top 10 Hldgs %
51.3%
Holding
360
New
293
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Sumitomo Mitsui Financial
SMFG
|
$70.1M |
| 2 |
Zoom
ZM
|
$32.9M |
| 3 |
CrowdStrike
CRWD
|
$17.6M |
| 4 |
Beyond Meat
BYND
|
$17.1M |
| 5 |
SEGG
Lottery.com
SEGG
|
$12.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 30.06% |
| 2 | Technology | 21.09% |
| 3 | Consumer Discretionary | 8.48% |
| 4 | Consumer Staples | 6.61% |
| 5 | Healthcare | 5.89% |
