CPA

Cowen Prime Advisors Portfolio holdings

AUM $290M
1-Year Est. Return 57.79%
This Quarter Est. Return
1 Year Est. Return
+57.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1 +$2.6M
2 +$2.25M
3 +$2.08M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.01M
5
YUM icon
Yum! Brands
YUM
+$1.76M

Top Sells

1 +$3.87M
2 +$2.74M
3 +$2.1M
4
BX icon
Blackstone
BX
+$1.8M
5
CYT
CYTEC INDS INC
CYT
+$1.15M

Sector Composition

1 Technology 31.48%
2 Healthcare 19.77%
3 Industrials 12.12%
4 Real Estate 6.35%
5 Communication Services 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$766K 0.34%
29,484
+181
52
$760K 0.34%
123,930
+500
53
$744K 0.33%
+64,000
54
$740K 0.33%
32,790
55
$728K 0.32%
5,487
56
$670K 0.3%
32,700
+13,600
57
$665K 0.29%
10,074
58
$662K 0.29%
76,216
+15,065
59
$632K 0.28%
8,110
-800
60
$626K 0.28%
92,750
+10,850
61
$619K 0.27%
9,000
62
$584K 0.26%
+23,000
63
$513K 0.23%
9,241
64
$511K 0.23%
55,675
65
$509K 0.22%
24,000
66
$446K 0.2%
10,918
67
$445K 0.2%
3,909
-500
68
$435K 0.19%
6,100
69
$433K 0.19%
7,707
70
$421K 0.19%
3,203
-157
71
$395K 0.17%
8,538
-262
72
$372K 0.16%
12,000
73
$371K 0.16%
+15,000
74
$362K 0.16%
97,442
75
$350K 0.15%
8,135