CAC

Cowen and Company Portfolio holdings

AUM $2.9B
1-Year Est. Return 104.28%
This Quarter Est. Return
1 Year Est. Return
+104.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$343M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$43.7M
3
+$20.1M
4
UPST icon
Upstart Holdings
UPST
+$12.9M
5
QNGY
Quanergy Systems, Inc.
QNGY
+$10.7M

Top Sells

1
+$28.4M
2
+$23.1M
3
+$20.7M
4
STLA icon
Stellantis
STLA
+$19.7M
5
SVOKU
Seven Oaks Acquisition Corp. Unit
SVOKU
+$16M

Sector Composition

1 Healthcare 11.42%
2 Financials 9.99%
3 Technology 2.94%
4 Industrials 2.74%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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502
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503
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504
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505
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507
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508
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511
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515
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516
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517
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518
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519
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522
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524
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