CAC
Cowen and Company Portfolio holdings
AUM
$2.9B
1-Year Return
104.28%
This Quarter Return
-1.56%
1 Year Return
+104.28%
3 Year Return
+119.87%
5 Year Return
+632.2%
10 Year Return
–
AUM
$1.42B
AUM Growth
+$218M
(+18%)
Cap. Flow
+$344M
Cap. Flow
% of AUM
24.13%
Top 10 Holdings %
Top 10 Hldgs %
41.7%
Holding
760
New
160
Increased
219
Reduced
129
Closed
152
Top Buys
| 1 |
NVIDIA
NVDA
|
$164M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$50.2M |
| 3 |
CVII
Churchill Capital Corp VII Class A Common Stock
CVII
|
$29.3M |
| 4 |
AdvisorShares Pure US Cannabis ETF
MSOS
|
$28.4M |
| 5 |
SiriusXM
SIRI
|
$19.8M |
Top Sells
Sector Composition
| 1 | Financials | 30.13% |
| 2 | Healthcare | 22.05% |
| 3 | Technology | 21.66% |
| 4 | Communication Services | 4.13% |
| 5 | Industrials | 4.08% |
