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
$174M
AUM Growth
-$1.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$2.78M
2 +$2.35M
3 +$1.92M
4
ITI
Iteris, Inc.
ITI
+$1.55M
5
KMI icon
Kinder Morgan
KMI
+$1.16M

Top Sells

1 +$4.54M
2 +$2.16M
3 +$1.18M
4
SSYS icon
Stratasys
SSYS
+$944K
5
IFF icon
International Flavors & Fragrances
IFF
+$363K

Sector Composition

1 Technology 37.44%
2 Communication Services 16.42%
3 Healthcare 13.96%
4 Industrials 10.89%
5 Consumer Discretionary 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-35,000