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
101
$165K 0.07%
3,012
102
$161K 0.07%
2,800
103
$159K 0.07%
2,000
104
$158K 0.07%
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105
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106
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107
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108
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109
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111
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112
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116
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500
117
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14,700
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121
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122
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124
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125
$88K 0.04%
23,692
+100